Financial Advisor Pegs Destination Wealth Management as One of the Top...

Walnut Creek, California-based Destination Wealth Management stands among the top 150 Registered Investment Advisors throughout the United States, according to the recent RIA Survey and Ranking 2018, released by Financial Advisor magazine*. The findings were published in the July 2018 issue.

The trade publication, which is published nationally by Charter Financial Publishing Network and features a circulation of 110,000, ranked Registered Investment Advisors from around the country according to year-end 2017 assets. Destination Wealth Management landed at No. 136 with roughly $2.25 billion in assets under management.

“We are pleased to be highlighted in the FA 2018 ranking. We take great pride in doing our best to deliver services that our clients find valuable. We are pleased that DWM has been noticed by this prestigious publication.” Michael Yoshikami, CEO of DWM, stated in response to this
announcement.

The recent announcement by Financial Advisor is the latest in a string of honors bestowed on Destination Wealth Management by industry publications. Earlier this year, Financial Times included Destination Wealth Management in its yearly list of 300 Top Registered Investment Advisors2.

To access the full July 2018 issue of Financial Advisor, including the RIA Survey and Ranking 2018, visit https://www.fa-mag.com or https://www.fa-mag.com/news/ria-survey-ranking-2018-39594.html?section=133.

ABOUT DESTINATION WEALTH MANAGEMENT

Destination Wealth Management is an independent Registered Investment Advisor, founded in 1986. Under the guidance of Founder and CEO Michael Yoshikami, Destination currently manages over 4,200 client accounts and has over $2.2 billion in assets under management. Destination works with high net worth individuals, exploring avenues in which to establish, grow and protect wealth via the two-pronged attack of financial planning and investing. Visit destinationwm.com for more information.

Disclosures

*Financial Advisor Magazine RIA Ranking:

To be eligible for the Financial Advisor Magazine RIA ranking, firms must be independently registered investment advisors and file their own ADV statement with the SEC. They need to provide financial planning and related services to individual clients.

Firms were measured and ranked by their growth in assets under management from 2016 to 2017 to determine the top fastest growing.

Ranking on this list is not representative of any one client’s experience and is not indicative of DWM’s future performance. No organizational memberships were required of DWM or related individuals. DWM did not pay a fee to apply or be listed in the FA magazine RA Ranking. DWM is not aware of any facts that would call into question the validity of the ranking or the appropriateness of advertising inclusion in this list.

*Financial Times 300 (FT 300):
The 2014 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June,2014). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

Destination Wealth Management was included in the Financial Times 300 Top Registered Investment Advisers list for 2018. Over 760 firms were considered for inclusion in the Financial Times 300 (FT 300) list. To be considered RIA’s must meet the following minimum criteria: manage at least $300 million in assets under management as of 12/31/17; no more than 75% of its practice’s assets be institutional; and the RIA must be independent.

The FT 300 ranking is conducted independently by the Financial Times, in partnership with Ignites Research, a subsidiary of the Financial Times that conducts research and analysis on the asset management industry. DWM did not pay a fee to apply or be listed in the FT 300 report.

The Financial Times generates an internal score for each applicant based on six broad factors (AUM, AUM Growth Rate, Years of Experience, Compliance Record, Industry Certifications, and Online Accessibility). AUM comprises approximately 65% to 70% of each advisor’s score. Ranking on this list is not representative of any one client’s experience and is not indicative of DWM’s future performance. No organizational memberships were required of DWM or related individuals. DWM is not aware of any facts that would call into question the validity of the ranking or the appropriateness of advertising inclusion in this list.

To post a comment, you must register and login.