Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

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Financial Advisor Magazine Recognizes Strategic Wealth Partners in $1 Billion Asset Category

  • August 08, 2017

DEERFIELD, ILLINOIS — Strategic Wealth Partners of Deerfield, Ill. has been listed in the $1 Billion+ Asset Category of Financial Advisor (FA) Magazine’s 2017 Registered Investment Advisor (RIA) Ranking. This is the first year the publication has listed Strategic Wealth Partners in the category and the eighth consecutive year the firm has appeared in FA’s annual ranking.

“We are honored to be continually ranked among the top RIAs in the country,” said Andrew Denenberg, wealth advisor at Strategic Wealth Partners. “We hope that more and more investors are understanding that not all providers of financial advice act as fiduciaries, whether that be through our own conversations, media coverage, or rankings like this one. We take great pride in knowing that we place our clients’ interests first, and we work hard every day to help our clients achieve their financial goals.”

Of the 638 RIA firms from across the nation appearing on FA’s 2017 Ranking, Strategic Wealth Partners is listed at 154. FA’s rankings are based on total assets under management (AUM). The 2017 survey is based on firms’ assets at the end of 2016.

Strategic Wealth Partners provides clients solutions and independent-minded investment advice through a transparent open-architecture platform. It provides financial advice on a fee-for-services basis. Central to the firm’s core philosophy is independence and objectivity.

ABOUT STRATEGIC WEALTH PARTNERS

Strategic Wealth Partners is an investment advisory and financial planning firm providing wealth strategies and independent, objective advice to high net worth individuals and institutions. Founded in 2008 by principals David Copeland and Neal Price, the firm provides a complete wealth management platform by integrating elements of a comprehensive strategy including investments, insurance, estate planning and tax counseling. Strategic Wealth Partners works with its clients’ trusted advisors to provide personalized programs. Located in Deerfield, Ill., Strategic Wealth Partners provide clients successful wealth strategies, independent, objective advice and personalized service. Learn more at http://www.stratwealth.com.

Media Contact:
Gene Ullrich
312-342-3119
gullrich@tagteamglobal.com

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inancial Advisor magazine published its twelfth annual ranking of independent advisory firms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC, provide financial planning and related services to individual clients, and have at least $50 million in assets under management as of December 31, 2016. Neither the RIA firms nor their employees pay a fee to Financial Advisor in exchange for inclusion in FA Magazine’s Registered Investment Advisor (RIA) Survey & Ranking. Inclusion on the list is not indicative of Strategic Wealth Partners’ future performance. Awards are generally based upon information provided by the recognized advisor. To learn more about FA Magazine’s Top RIA Survey, please Click Here.

This letter is limited to the dissemination of general information pertaining to Strategic Wealth Partners investment advisory services and general economic market conditions. The information contained herein should not be construed as personalized investment advice. Past performance is no guarantee of future results, and there is no guarantee that the views and opinions expressed herein will come to pass. To read Strategic Wealth Partners Disclosure Statement, please Click Here.

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