Bridgeworth Wealth Management Named Among America’s Top 100 RIA Firms

BIRMINGHAM, Ala. – Bridgeworth Wealth Management is pleased to share news of our recent inclusion among the top 100 RIA firms in the country. Forbes and SHOOK Research recently announced the 2022 Top 100 RIA Firms. This inaugural Forbes/Shook Top RIA list includes 100 advisory firms from across the country with cumulative assets of $730 billion. All are helmed by professionals with decades of experience, not to mention proven track records of seeing clients through market turmoil and preserving their wealth. This Forbes list was compiled by Shook Research, which uses quantitative and qualitative data to rank firms, including telephone, virtual and in-person due diligence interviews. Their algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and best practices for working with clients.
 
“It’s incredibly rewarding to be recognized by an influential outlet like Forbes,” said Bridgeworth CEO, DeLynn Zell. “As we continue to grow, our focus remains on our clients, our team, and our values, and an honor like this is evidence of us prioritizing the right things.”
 
About Bridgeworth
Bridgeworth Wealth Management is a Registered Investment Adviser. Since our founding in 2008, financial planning has been the cornerstone of Bridgeworth. As a leader in the industry, we leverage decades of experience and expertise to serve clients in planning, growing, maintaining, and managing wealth. Bridgeworth is one of the largest groups of CERTIFIED FINANCIAL PLANNERS™ in the region, where 100% of our advisors hold their CFP® designation. With offices in Birmingham and Huntsville, Alabama, Bridgeworth manages over $2 billion in client assets and we are proud to be a fiduciary with a fundamental and legal obligation to act in our client’s best interests when providing financial planning and investment advice.