Visionary Wealth Advisors named “Fastest-growing Financial Asset Manager[1]”
St. Louis — January 15, 2021 — Visionary Wealth Advisors was recently named the fastest-growing asset manager in St. Louis by the St. Louis Business Journal. The recognition was based on local data, and states Visionary experienced a 92.8% growth[2] in client assets from 2018 – 2019.
“Visionary could not be more excited about the growth we have experienced!” exclaims Tim Hammett, CFP®, AEP®, President and Co-founder of Visionary. “Our commitment to building an amazing platform and establishing a team of specialists has enabled us to serve our clients. We have never lost sight of delivering value to those who trust us.”
Visionary Founder and CEO, Brett Gilliland, states, “Recognition like this goes to our advisors, their teams and our employees at Visionary Wealth Advisors. We all work hard every day to help our clients achieve a future greater than their past!” Adding, “It’s an honor when your work for serving others gets noticed.”
Important Disclosures:
[1] The St. Louis Business Journal’s 2021 list of Fastest-Growing Financial Asset Managers (the “List”) is based on 2018-19 Form ADV data provided by S&P Global Market Intelligence. Rankings were based upon the change in value of discretionary client assets under management and assets under administration. Listed financial asset managers do not pay a fee to be considered or placed on the final list, although some firms may purchase advertising or a limited copyright license to promote the List. The St. Louis Business Journal did not evaluate the quality of services provided to clients; and selection for the List is not indicative of the asset manager’s performance. Working with a Firm named on the List is no guarantee as to future investment success. S&P Global Market Intelligence gathered data for firms located in major cities in the St. Louis metropolitan area. Data was reviewed for 91 St. Louis-area financial asset managers and the top 25, ranked by percentage of asset growth, were listed. Financial asset managers with a “latest” Form ADV report prior to January 1, 2019 were excluded from the data.
[2] The growth is not attributable in its entirety to investment performance. The primary source of the firm’s growth during the relevant period was net new assets related to merger and acquisition activity.
Additional details on the ranking and full list of asset managers can be found in the St. Louis Business Journal, “Beyond the List: St. Louis’ fastest-growing asset managers and broker-dealers” article dated January 8th, 2021.