BerganKDV Wealth Management, LLC an SEC Registered Investment Advisor, has recently been named one of America’s top registered investment advisors (RIAs) by Financial Advisor magazine! Financial Advisor magazine releases an annual ranking of RIAs that provide Investment management and financial planning to individual clients. This year, BerganKDV Wealth Management was ranked #220 nationally with approximately $2.14 billion in total assets under management as of December 31, 2021. The firm was also ranked #20 in Financial Advisor’s list of the Top 50 Fastest Growing Firms, with a 59.55% growth of assets and a 39.81% growth of assets per client from 2020-2021.
An RIA is defined by the Securities and Exchange Commission as an individual or firm that is in the business of giving advice about securities. RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide suitable investment advice and always act in their clients’ best interests.
“We’re honored to be nationally recognized as a top performing RIA,” said Matt Cosgriff, CFP®, Director of Wealth Management at BerganKDV. “Being comprised of a team of fiduciaries is something we are very proud of because we cherish the relationship we have with our clients and always value their best interest, not ours. This ranking is a great reminder that putting clients first is a key factor in driving results and success. I want to thank all of our independent advisors for their wonderful work and commitment that make these recognitions possible.”
Reaching 110,000 qualified readers each month, Financial Advisor delivers essential market information and strategies that advisors need to succeed in their increasingly complex environment. Financial Advisor focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms.