Alesco Advisors named ‘Top 100’ firm by Forbes/RIA Channel
Ranked 30th in the U.S.; only Upstate New York firm among Top 100
ROCHESTER, N.Y. — DEC. 6, 2016 — Alesco Advisors has been recognized as the 30th-fastest growing RIA (registered investment advisor) firm in the nation by Forbes/RIA Channel.
The independent investment advisory firm which serves institutional and individual investors from its offices in Rochester and Buffalo, N.Y., and San Francisco, Calif., was named to the Forbes/RIA Channel’s 2016 100 Fastest Growing RIA Firms over the past ten years.
“These firms are leading because of their independence, their commitment to their clients and their ability to grow through a decade of market challenges and rewards,” said Julie Cooling, founder of RIA Database, which has produced these annual rankings for Forbes since 2006.
To be considered for the list, each firm must be a registered investment advisor with the Securities and Exchange Commission, provide wealth management services and serve individual clients as a primary focus.
“This is an outstanding designation and a great honor for the entire Alesco family,” said Alesco Advisors President Jim Gould. “There are roughly 31,000 RIAs in the nation, so to be listed among the Top 100 — at number 30, no less — is extraordinary.”
Alesco is not only ranked 30th on the list, but it is the only Upstate New York firm found among the Top 100.
“As an independent company, Alesco prides itself on providing our clients with conflict-free advice,” added Alesco Chief Investment Officer Todd Green. “This recognition underscores the success that this approach has brought to our clients, as well as the steady growth Alesco has generated throughout the last decade.”
About Alesco Advisors LLC
Alesco Advisors LLC, an Upstate New York-based investment advisor, provides comprehensive investment solutions for endowments, foundations, retirement plans and high-net-worth individuals and families. Founded in 2000, Alesco advises on $3 billion of client assets. The firm’s philosophy focuses on asset allocation, broad diversification and expense control, implemented through the use of index centric investment vehicles such as mutual funds and exchange-traded funds. Alesco offers its clients a conflict-free approach that works in their best interest. To learn more, visit www.alescoadvisors.com.
RIA Channel and RIA Database are independently owned firms, and are not compensated by the media, investment banking firms, asset managers or financial advisors.
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