High RIA corporations by Monetary Advisor Journal

Blankinship & Foster is happy to announce that it has been named one in every of America’s High RIAs in Monetary Advisor Journal’s 2023 RIA survey. The agency was beforehand named one in every of America’s High RIAs in Monetary Advisor Journal’s 2022 RIA survey.

Monetary Advisor Journal’s RIA survey is a rating based mostly on property beneath administration at yr finish of impartial RIA corporations that file their very own ADV with the SEC. The rating orders corporations from largest to smallest, based mostly on data reported to Monetary Advisor Journal by corporations that voluntarily full and submit FA’s survey. Learn extra at: https://www.fa-mag.com/c2590.

About Blankinship & Foster, LLC

Blankinship & Foster is an impartial, nationally acknowledged fee-only wealth advisory agency in Solana Seashore, California, whose steering extends past investments. Blankinship & Foster makes a speciality of working with physicians, retirees, and ladies in transition. Their distinctive wealth administration course of helps shoppers manage and make clear their private funds to realize peace of thoughts. Purchasers have benefited from this goal forthright recommendation for over 35 years. 

About Monetary Advisor Journal

Monetary Advisor Journal (“FA”) delivers important market data and techniques that advisors want to reach their more and more complicated atmosphere. FA focuses on refined planning and funding methods to assist advisors higher serve their prosperous shoppers, in addition to observe administration concepts to assist advisors construct their corporations. FA goes in-depth to problem conventional planning knowledge by introducing readers to new approaches to assist them higher counsel shoppers.

Necessary Disclosures:

In regards to the “High RIAs” rating: FA’s RIA survey is a rating based mostly on property beneath administration at yr finish of impartial RIA corporations that file their very own ADV with the SEC. FA’s RIA rating orders corporations from largest to smallest, based mostly on AUM reported on the advisors and verified by evaluation of advisor’s ADV kinds. To be eligible for the rating, corporations have to be impartial registered funding advisors and file their very own ADV assertion with the SEC and supply monetary planning and associated providers to particular person shoppers. Companies will need to have no less than $500 million in property beneath administration as of December 31, 2022, to be included within the print version of Monetary Advisor journal’s 2023 RIA survey. The celebrities within the recognition emblem don’t symbolize any sort of rating or score so it shouldn’t be assumed Blankinship & Foster acquired any star score. Monetary Advisor’s rating comes for gratis to Blankinship & Foster; nonetheless, the agency did pay a licensing price to be used of FA’s digital badge. 

Third-party rankings and recognition from score providers or publications are not any assure of future funding success. Working with a extremely rated advisor doesn’t be certain that a shopper or potential shopper will expertise a better degree of efficiency or outcomes. These rankings shouldn’t be construed as an endorsement of the advisor or by any shopper nor are they consultant of anybody shopper’s analysis. Typically, rankings, rankings, and recognition are based mostly on data ready and submitted by the advisor. 

Further Disclosures:

Sure data was obtained from third get together sources believed to be dependable, however it isn’t assured. Blankinship & Foster isn’t accountable for the implications of any selections or actions taken because of data supplied on this presentation and doesn’t warrant or assure the accuracy or completeness of the knowledge requested or displayed. The opinions referenced herein are as of the date of publication and are topic to alter with out discover. We’re offering the content material for informational functions solely and it shouldn’t be thought of funding recommendation or a suggestion to purchase or promote any securities. There’s a danger of loss from an funding in securities, together with the danger of lack of principal. Various kinds of investments contain various levels of danger, and there may be no assurance that any particular funding might be worthwhile or appropriate for a specific investor’s monetary scenario or danger tolerance.

Third-party rankings and recognition from rankings providers, or publications, are based mostly on particular standards and don’t present a assure that the agency’s funding advisory providers might be useful to any investor or {that a} shopper will expertise a excessive degree of efficiency or optimistic returns on their investments. Rankings and rankings shouldn’t be construed as an endorsement of the adviser by any shopper and shouldn’t be thought of consultant of anybody shopper’s analysis.