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.

Strategic Wealth Partners Ranked Among Financial Times’ Top 300 Registered Investment Advisors

Firm Earns Ranking for Sixth Time

Strategic Wealth Partners Group, LLC, an independent wealth management firm with offices in Deerfield and Milwaukee, has once again been named one of the Financial Times’ Top 300 Registered Investment Advisors (RIA) in the publication’s 2020 listing. The Financial Times (FT) is one of the world’s leading business news and information organizations. This is the sixth time Strategic Wealth Partners has been ranked.

“We are honored to be recognized by the Financial Times yet again,” said Neal Price, Principal and Co-founder of Strategic Wealth Partners. “Industry rankings, such as the FT Top 300 RIAs, reflect our commitment to our continued growth as an independent Registered Investment Advisor.”

Strategic Wealth Partners is a part of Focus Financial Partners, a leading partnership of independently managed wealth management firms. Focus provides strategic support to help its partner firms achieve objectives, including support of growth initiatives and development of strong succession plans.

Categories

Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. For additional information about SWP, including fees and services, send for our disclosure brochure and Client Relationship Summary as set forth on Form ADV from SWP using the contact information herein. Please read the disclosure brochure carefully before you invest or send money (http://www.stratwealth.com/legal).

News
Neal and Laurie Price Award Announcement
Congratulations to Laurie and Neal Price on receiving JCFS Chicago’s Irving B. Harris Leadership Award! Strategic Wealth Partners is proud of Laurie and Neal’s dedication to supporting children, teens, adults,...
Read More