PLEASE JOIN JUSTABOUT WEALTH MANAGEMENT IN CELEBRATING OUR MOST RECENT AWARDS!!
We are proud to announce that Dave has been named one of AdvisorHub’s 2023 Top 100 Solo Advisors to Watch List! He is ranked #22 overall and is second in the state of Pennsylvania! AdvisorHub received nominations for their awards from over 374 firms. Advisors are ranked on:
- Scope of practice measured by assets, production and level of service;
- Growth of practice consisting of year over year growth in assets, households and production; and lastly,
- Professionalism, which includes regulatory record, community service, and team diversity.
Advisors are invited to New York in October for their annual Advisor to Watch event. We look forward to continuing to elevate our practice to new heights for our clients! Congrats, Dave!
Check out the link here:
https://www.advisorhub.com/advisors-to-watch-solo-2023
Disclosure: The AdvisorHub Advisors to Watch rankings are created by AdvisorHub. Participation is open to all firms and advisors. 1,219 nominations were received and considered for the award. The Advisors to Watch ranking uses three main criteria in its methodology: 1) Scale: Assets Under Management, revenue/production, client households, team size and number of Financial Advisors on the team; 2) Growth: The year over change in assets, households, team size and production/revenue; 3) Professionalism – Regulatory record, community involvement, professional credentials, and team diversity. Advisors must meet the following minimum criteria: 7 years of experience as an advisor; a clean regulatory record (2 or fewer complaints with no significant judgments); at least two years at your current firm and in good standing; and minimum $100m AUM. The subcategories the advisors may qualify for include: 50 Advisors to Watch Over $1Bil, 50 Advisors to Watch Under $1Bil, 100 RIAs to Watch, 25 Women Advisors to Watch, 25 Next Gen Advisors, 100 Solo Practices and 200 Fast Growing Advisors to Watch. There is no sales requirement nor any client consultation for the award. The representative applied for the award but no fee was paid to be considered. Third-party rankings and recognitions are no guarantee of future investment success and do not sure that a retail investor will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
We are happy to announce that we recently received recognition for the third year in a row from Expertise.com as one of the top Financial Advisory firms in Pittsburgh! Expertise.com scored 90 Financial Advisors in the Pittsburgh area on more than 25 variables across five categories. We are proud to be one of the Top 19 firms hand-picked for their list. The five categories in their selection criteria are:
- Availability – Consistently approachable and responsive, so customers never feel ignored.
- Qualifications – Building customer confidence with licensing, accreditations, and awards.
- Reputation – A history of delighted customers and outstanding service.
- Experience – Masters of their craft, based on years of practical experience and education.
- Professionalism – Providing service with honesty, reliability, and respect.
To read the full article, and learn more about this award, please click the following link:
Best Pittsburgh Financial Advisors | Expertise
Expertise.com Disclosure: Our selection process finds the top service professionals in over 200 industries across the United States by using public databases and customer referrals to collect an exhaustive list of local businesses, checking their availability and service areas. We validate each business’ qualifications, and find providers who have gone above and beyond to educate themselves in their area of expertise. Then, we scour public records and information to determine each provider’s reputation. Every provider is analyzed based on the number of professional databases reviewing them, their average review score, and the volatility of their ratings. We do not charge any fees to companies to be included in our process. Rankings and recognition from Expertise.com are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level or performance results and such rankings should not be construed as an endorsement of the advisor.
Disclosure: Securities offered through Triad Advisors Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Justabout Wealth Management LLC and Triad Advisors, LLC are not affiliated.
- We are proud to announce that Dave has earned a place among Osaic’s and Triad Advisors’ most elite financial professionals in qualifying for the 2024 Osaic Odyssey. An advisor’s expertise, dedication, and insight to help support clients’ financial goals as well as hard work and commitment to the community were considered when determining who should qualify. Along with a value-packed agenda, Dave will network with other top financial professionals, Osaic’s senior management, and strategic partners in Salt Lake City, UT. This is Dave’s fourth year earning this prestigious honor, which was formerly called Triad Chairman’s Club! We look forward to continuing to elevate our practice to new heights for our clients!Disclosure: Rankings and recognition are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.
http://o-rbest.comDisclosure: Rankings, nominations, and recognitions are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the financial professional.
We are proud to announce that Dave has been recognized as Five Star Wealth Manager for the eighth time! To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. The 2024 edition came out in the July edition of Pittsburgh Magazine. Congratulations, Dave!Disclosure: This award was issued on 6/1/24 by Five Star Professional (FSP) for the time period 10/4/23 through 3/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1854 Pittsburgh-area wealth managers were considered for the award; 231 (13% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,818, 233, 12.8%, 6/1/23, 10/17/22 – 3/31/23; 2022: 1779, 252, 14%, 6/1/22, 9/27/21 – 3/25/22; 2021: 1814, 234, 13%, 6/1/21, 9/7/20 – 4/23/21; 2020: 1886, 224, 12%, 6/1/20, 9/16/19 – 4/10/20; 2019: 1667, 251, 15%, 6/1/19, 9/17/18 – 4/12/19; 2018: 1653, 227, 14%, 6/1/18, 9/28/17 – 4/17/18; 2017: 1133, 277, 24%, 6/1/17, 9/27/16 – 4/11/17; 2016: 1064, 423, 40%, 5/1/16, 10/7/15 – 4/19/16; 2015: 1494, 442, 30%, 6/1/15, 10/7/14 – 4/19/15; 2014: 1721, 458, 27%, 6/1/14, 10/7/13 – 4/19/14; 2013: 1777, 545, 31%, 6/1/13, 10/7/12 – 4/19/13; 2012: 1863, 493, 26%, 6/1/12, 10/7/11 – 4/19/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
