October 25, 2022 | Sharon Bloodworth

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!”

The foregoing content reflects the opinions of White Oaks Wealth Advisors and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns.

Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

Share:

Investment advisory services provided by White Oaks Wealth Advisors, Inc. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.