Firm honored based on growth and client, peer
recommendations
NEW
YORK, April 24, 2024 /PRNewswire/ -- Kingswood
U.S., part of a network of independent wealth management firms that
oversees more than $14 billion in
client assets globally, announced it has been named to
USA Today's Best Financial
Advisory Firms 2024. The award, presented by USA Today and Statista Inc., honors the
top registered investment advisory (RIA) firms in the U.S. based on
recommendations from financial advisors, clients and industry
experts, as well as firm growth.
"For two years in a row, we earned a spot on USA Today's list of Best Financial
Advisory Firms thanks to the leadership of our team and successful
execution of our growth strategy," said Michael Nessim, CEO, President and Managing
Partner of Kingswood U.S. "And while we celebrate our own success,
being named to this list by our clients and peers means even more
to all of us at Kingswood U.S."
Recommendations were collected via an independent survey among
more than 25,000 individuals. Both short-term (12-month) and
long-term (5-year) development of Assets Under Management (AUM)
were analyzed using publicly available data.
Earlier this month, Kingswood U.S. announced a significant
expansion of the Kingswood Investments team, which follows the
strategic buildout of the firm's in-house investment banking
capabilities over the past few years and illustrates the firm's
commitment to this successful and growing business.
About Kingswood U.S. / Kingswood Group
Kingswood U.S.,
part of the Kingswood Group, is a network of wealth management
firms that includes an SEC-registered RIA and a FINRA-licensed
broker-dealer, offering comprehensive wealth management and
business-building services, designed specifically for the
independent financial advisor. With our parent company, we
represent more than $14 billion in
AUM, and support 400 registered individuals. Kingswood has the
resources and capital of a very large financial services firm and
the personalized touch and feel of a boutique company. Kingswood
has earned a reputation as a firm built for advisors by
advisors.
Media Contacts
Haven Tower Group
Donald C. Cutler or Elizabeth Shim
424.317.4864 or 424.317.4861
dcutler@haventower.com or eshim@haventower.com
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SOURCE Kingswood U.S.