TruWealth Advisors is a value-based firm that provides financial planning and wealth advisory services. TruWealth works to build financial plans and portfolios that are tailored specifically to the goals, values and risk tolerance of each investor. With 14 advisors, the firm offers financial planning clients choices on cash flow, retirement, protection, taxes, estate, and investment strategies. Investment strategies combine bottom-up fundamental analysis with top-down and technical analysis.
The 2023 RIA Channel Top 100 RIA ETF Power Users Ranking showcases wealth management firms based on their aggregate total firm ETF assets.
RIA Database identified and ranked RIA wealth management firms using the most exchange traded funds (ETFs). Wealth managers were defined by the following characteristics: 1) total assets were primarily managed for high net worth and non-high net worth individual clients; 2) each firm provides comprehensive wealth management services; 3) firms may be a family office or may provide family office services; and/or 4) firms may provide financial planning services. Broker/dealers were excluded. Firms must be domiciled in the United States and registered with the SEC as a registered investment adviser (RIA). Wealth managers were then ranked based on ETF usage as reported to the SEC per their 13F quarterly Edgar filings as of December 31, 2022. Total ETF assets were aggregated by RIA Database (RIADatabase.com). Assets under management are as reported to the SEC as of December 31, 2022.
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To view the full Top 100 ETF Power Users List, head here.