Pacifica Wealth Advisors was named “Top Dog” by Wealth Manager Magazine. For the past seven years, Wealth Manager Magazine ranks the star wealth management firms. Out of nearly 500 wealth management firms across the United States, we were ranked #37!
To be eligible for the Top Wealth Manager ranking, companies must be registered investment advisers, report more than $50 million in assets under advisement, have predominantly individual clients and offer financial planning services. Wealth Manager ranks organizations that meet these criteria by the size of their average client relationships, not by total assets, in order to highlight the firms with the wealthiest clientele.