Advisors Capital Management Named Among Top 100 Advisory Firms by Financial Advisor Magazine
Advisors Capital Management (ACM), a premier financial advisory firm dedicated to creating and maintaining a “client first” environment, has been named among the top 100 advisory firms in the US by Financial Advisor Magazine. The list is part of a highly anticipated annual survey conducted by the publication ranking RIA (registered investment advisor) firms based on metrics such as assets per client, overall assets under management, and growth in assets.
“At Advisors Capital Management, we work hand in glove with investment advisors to not only create tailored solutions, but to give clients the information they need to be in control,” said Dr. Charles Lieberman, Chief Investment Officer for Advisors Capital Management. “We believe the secret to our success lies in the partnership we work to create with the advisors we support as well as the skills and resources our team provides to maintain a high level of satisfaction across the board. These rankings demonstrate that our commitment is working and producing results. We look forward to seeing what the future holds for the firm and our clients as we continue to empower investors to achieve profound financial success. We are honored to be recognized on this prestigious list.”
With an audience of over 80,000 monthly readers, Financial Advisor Magazine provides financial planners, registered investment advisors, and independent broker-dealers with current market information and strategies to help advisors better serve their clients and build their firms. The rankings are based on year-end assets under management voluntarily provided to the publication by independent RIA firms that file their own ADV (Uniform Application for Investment Adviser Registration) with the US Securities and Exchange Commission (SEC).
Advisors Capital Management was ranked 86th on the published list of over 500 firms, with a 4.78% growth in assets and $1.33 million in assets per client. Celebrating its 25th anniversary, Dr. Charles Lieberman and co-founder Kevin Kern founded ACM with the inspiration to create a different kind of financial advisory that delivered a better, more customized product around the things investors cared about. With an innate ability to blend qualitative and quantitative analysis to build individually crafted investment portfolios, the ACM team has amassed a reputation for delivering an elevated level of care and attention, helping investors build portfolios custom built to meet their financial goals.
More information on Financial Advisor Magazine’s 2023 RIA Survey & Ranking is available at https://www.fa-mag.com/news/2023-ria-survey—ranking–consolidation-crunch-hits-rate-reality-73828.html?section=133. To learn more about Advisors Capital Management, please visit: https://advisorscapital.com/.
About Advisors Capital Management, LLC (ACM)
Established in 1998, ACM manages $7 billion in direct wealth and institutional clients. The firm’s investment team is comprised of experienced professionals formerly from academia, the Federal Reserve and Wall Street. The firm’s wealth team provides wealth planning solutions to complement the firm’s domestic and international equity and fixed income strategies. ACM is headquartered in Ridgewood, NJ.
Advisors Capital Management, LLC is an investment advisor registered with the United States Securities and Exchange Commission. Registration does not imply any degree of skill or training. All investing carries risk, including the potential for the loss of principal and past performance is no guarantee of future results. This content is for informational purposes only, can change at any time without notice, and is not investment advice or a recommendation to trade any security. Indices are not available for direct investment. We only provide services in jurisdictions where we are registered. Our disclosure brochure (ADV Part 2A) and customer relationship summary (ADV Part 3) are available at https://adviserinfo.sec.gov and upon request.
