Boston, August 6, 2021: Daintree Advisors LLC, an independent investment and wealth management firm, was recognized in Financial Advisor Magazine’s 2021 National RIA Ranking, an annual list of the top Registered Investment Advisor (RIA) firms in the nation, based on assets under management (AUM) from the previous calendar year.
Daintree Advisors moved up 16 places since the 2020 ranking to No. 275 of the 607 ranked firms, with a 13.95% growth in assets from 2019-2020. In addition, Daintree’s client growth ranked 5th highest of the Boston-based RIA firms with over $1 billion in AUM.
“We are proud to not only be recognized and ranked among the top RIA firms in the country again, but also to move up in the ranking,” said Sam Afari-Aikins, President. “Since 2010, Daintree Advisors has provided our clients with a personalized investment and wealth management experience. We owe our success to our focus on superior client service, even during this time of remote meetings, and continued referrals from satisfied clients and close relationships with other professionals."
While total assets under management served as the ranking’s baseline metric, Financial Advisor Magazine also collected data for each firm’s percentage growth in AUM, assets per client, percentage growth in assets per client, and percentage of change in number of clients as of year end, 2020.
The full 2021 RIA Ranking from Financial Advisor Magazine can be found here.
About Daintree Advisors
Daintree Advisors LLC is an independent investment and wealth management firm. Our mission is to help clients "See the Forest," so that they can identify and attain their goals. With excellence, innovation, and conscience at the forefront, Daintree is focused on the long-term benefit of clients, staff, and the world.
Disclosure: To be eligible for Financial Advisor Magazine’s national ranking of RIAs, advisory firms were required to be a registered investment advisor, having filed their own Form ADV registration statement with the U.S. Securities and Exchange Commission (SEC); and provide financial planning and related services to individual clients and have at least $500 thousand in assets under management. Daintree Advisors did not pay to be considered. The award discussed herein is not indicative of future performance or representative of any client experience (positive or negative) with Daintree Advisors.