TruWealth Advisors Differentiates With Values-Based Planning Model

Matt Rodrigue, CIO, TruWealth Advisors, LLC

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. 

TruWealth Advisors is ranked #96 on this year’s Top 100 ETF Power Users List with over $640 million in ETF assets across 69 ETFs and 16 issuers (as of 12/31/22). View More.

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 ( Assets under management are as reported to the SEC as of December 31, 2022.

RIA Database® is the leading provider of advisor data, profiles and prospecting software for the financial services industry. They manage current and historical profiles on over one million advisors across all channels: the RIA Channel, broker/dealers, family offices, foundations, institutional investors and banks. They are producers of the Forbes Top RIA list for over ten years and provide surveys and rankings for several industry publications as well.
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To view the full Top 100 ETF Power Users List, head here.