ROCHESTER, New York - Alesco Advisors LLC (Alesco), an independent and employee-owned SEC-Registered Investment Advisor, has been recognized as one of Worth Magazine’s Leading Advisors for 2024. Worth’s editorial staff, in collaboration with ISS Market Intelligence, conducted a thorough evaluation of over 41,000 Registered Investment Advisors (RIAs) and financial advisors across the United States, identifying the top 300 firms, among which Alesco was listed. Founded in 2000, the Rochester-based firm tallies over $5 billion in assets under advisement (AUA) for approximately 500 institutional and high net worth clients.
Worth Magazine’s Leading Advisors program methodology is based on a series of criteria including AUM exceeding $500 million, a focus on high-net-worth clients, and the provision of unbiased advice independent of broker-dealers. Independent advisory firms evaluated by Worth Magazine for the Leading Advisors program are not subject to any fees for inclusion in the study. The rating was given on May 11th based on the most recently available SEC filings.
"Receiving this recognition from Worth Magazine is a great honor for the entire Alesco team, and we're deeply grateful to our clients for the trust they place in us," says Jim Gould, founder and president of Alesco Advisors. "At Alesco, we're dedicated to upholding our fiduciary duty, providing our clients with academically proven, transparent investment solutions and an exceptional service experience."