Congratulations to Aaron Marks, Matthew Leibman, and Patrick Swift for their recognition in AdvisorHub’s 2024 Top RIAs to Watch Ranking for the second consecutive year, highlighting their unwavering dedication and resilience. This year, each partner earned recognition in three categories:
Matt: Ranked #43 among the top 200 RIAs to Watch
Aaron: Ranked #87 among the top 150 Advisors To Watch (Over $1B)
Patrick: Ranked #16 among the top 100 Advisors To Watch – Next Gen
The AdvisorHub Advisor’s to watch ranking was published in June 2024. Advisors with $150m minimum AUM and seven years of experience were nominated and considered. Rankings were based on year over year growth, size of practice, and professionalism. There was no compensation to be considered for this ranking. https://www.advisorhub.com/resources/rankings/
Bespoke Advice. Amplified Experience.
Fiduciary Wealth Management in Philadelphia.
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