Financial Advisor Magazine Recognizes ACM’s Growth

Financial Advisor Magazine 2018 rankings have Advisors Capital Management (ACM) 150 of 700 registered investment advisory (RIA) firms in the nation based on assets under management.   ACM is the 34th fastest growing advisor of those firms with over $ 1 billion in assets based on 2017 Form ADV filing.    The RIA channel eclipsed $70 trillion in assets under management in 2017 according to a study sponsored by the Investment Advisor Association.  Firms with over $1 billion in assets like ACM account for less than 4% of the total number of RIAs.

The largest RIAs have grown in part because the entire RIA segment is attracting new advisors, many of them breakaways from wirehouses.   “Our entire 34.4% growth in 2017 came organically from the trust and confidence of our existing clients and advisors,” said Kevin Kern one of the firm’s founding partners.

Responsible for over $2.1 billion in assets, ACM provides investment and wealth services to families and organizations and is currently celebrating its 20th year anniversary.  ACM’s investment team is under the direction of founding partner Dr. Charles Lieberman.  The firm’s senior economic advisor is former Federal Reserve Chairman Dr. Alan Greenspan.

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