ACM Named One of the Top 50 Fastest-Growing Financial Advisor Firms
[RIDGEWOOD, NJ] Advisors Capital Management (ACM), an investment advisory firm offering customized portfolio management solutions designed to help financial advisors better meet the unique needs of today’s investors, has been listed as one of the Top 50 Fastest-Growing Financial Advisor Firms for 2022. ACM shares the 17th spot for growth in number of clients and Assets Under Management (AUM) on this list, which was created by SmartAsset.
“At ACM, we strive every day to offer customized support, expertise, and guidance to help financial advisors meet the complex needs of today’s savvy investors. We are honored that has been recognized, not only by our clients, but by SmartAsset on this national scale,” said Dr. Charles Lieberman, ACM’s Founder & Chief Investment Officer. “We believe our success is due to our advanced investment knowledge across a broad universe of sectors and markets, and our ability to work with advisors and their clients to create investment strategies customized to their unique financial objectives and risk tolerances.”
ACM rose to the 17th spot after appearing on SmartAsset’s 2021 list in the 24th. SmartAsset is an online destination for consumer-focused financial information and advice. According to the platform, to compile the list of the fastest-growing financial advisor firms in the United States, SmartAsset identified all firms registered with the US Securities & Exchange Commission (SEC) with their headquarters based in the US. They eliminated from contention firms with disclosures on their Form ADV, those that do not offer financial planning services, and those with less than $500 million in AUM as of their March 2019 SEC filing. To ensure each firm considered experienced organic growth, they removed firms that took part in mergers and acquisitions during the review time frame.
The remaining 728 firms were scored equally based on four metrics as reported in their SEC filings:
- One-year percentage change in number of client accounts from March 2021 to March 2022
- Three-year percentage change in number of client accounts for March 2019 and March 2022
- One-year percentage change in AUM from March 2021 to March 2022
- Three-year percentage change in AUM for March 2019 and March 2022
You can read more about SmartAsset’s methodology and see the full list of firms here.
About Advisors Capital Management (ACM): ACM is an investment advisory firm that offers customized portfolio management solutions designed to help financial advisors better meet the unique needs of today’s savvy investors. With a deep bench of knowledge in portfolio management, analysis, operations, trading, compliance, and marketing, our team of seasoned investment experts will help you position your clients for long-term financial growth—so you can focus less on managing investment complexities and more on advising clients and growing your business. Responsive, receptive, and readily accessible, the ACM team is known for a transparent communication approach that puts others at ease while arming them with the information they need—when they need it—to make informed decisions. With extensive investment knowledge across a broad universe of sectors and markets, we are uniquely positioned to design investment portfolios that map to clients’ specific needs, risk tolerances, and tax considerations.