SYRACUSE, N.Y., Aug. 9, 2022 /PRNewswire/ — Rockbridge Funding Administration, LLC (“Rockbridge”), an impartial fee-only wealth administration agency, is proud to announce they’ve been named a Prime 50 Quickest-Rising Monetary Advisor Agency for 2022 by SmartAsset.
“Development permits us to supply workers extra alternatives and provide shoppers a greater expertise,” mentioned Patrick Rohe, CEO of Rockbridge Funding Administration. “It is humbling to see how far we have come and acknowledged as one of many quickest rising companies within the nation. I can not thank our staff and our shoppers sufficient.”
On this examine, SmartAsset identifies the fastest-growing companies in the US. They in contrast RIA’s in 4 metrics one- and three-year proportion change within the variety of shopper accounts and one- and three-year proportion change in belongings beneath administration (AUM).
About Rockbridge Funding Administration
Rockbridge is a Syracuse-based fee-only Registered Funding Advisory agency servicing shoppers throughout the US. Rockbridge is the biggest fee-only funding advisor in Upstate NY, managing $1.7 billion in belongings with greater than 1,000 shoppers. Quite a few publications, corresponding to Forbes, CNBC, Wall Avenue Journal, and NAPFA, have acknowledged Rockbridge as an trade chief in wealth administration. For extra data, go to www.rockbridgeinvest.com
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SOURCE Rockbridge Funding Administration
