One of the fastest growing independent firms owned by a woman

Wealth Management RIA Edge named White Oaks to their fastest growing Women owned investment advisors.

According to WRRIA edge: While women advisors represent less than one-quarter of the financial advice population, some of the fastest growing firms in the wealth management industry are women-owned RIAs. These rankings recognize the specific women-owned RIAs firms that have experienced the largest increases in assets and clients since 2017. Firms included in these rankings are women-owned RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. They are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice and the composition of the advice industry.

In response to this achievement owner and CEO of White Oaks said, ”I was surprised and pleased to see us acknowledged on the list.  We are growing organically, and our priority number one is to take care of our current clients. Our appearance on this list reflects our healthy growth and strong future.  The nicest finding was that the other women on the list for Minnesota are all my friends in my study group.  I celebrate all of them!”

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