Columbus, Ohio-based CI Budros Ruhlin Roe, Inc, one of the nation’s leading independent wealth management firms with over $2.3 billion in assets under management has been named to the Financial Advisor Magazine’s 2017 Annual RIA Ranking. The list recognizes independent investment advisors who file their own ADV statement with the SEC and provide financial planing and related services to individual clients. In 2017, CI Budros Ruhlin Roe was ranked 103rd on the list of over 600 firms.  This is the third consecutive year CI Budros Ruhlin Roehas been named to the list.

Review the full list here.

Disclosure: To be eligible for the Financial Advisor Magazine’s RIA rankings, firms must be independent registered investment advisors and file their own ADV statement with the SEC. They need to provide financial planning and related services to individual clients.

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if CI Budros Ruhlin Roe, Inc. is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, CI Budros Ruhlin Roe  , Inc. did not pay a fee to be included on any such ranking or to receive any such recognition. No ranking or recognition should be construed as a current or past endorsement of CI Budros Ruhlin Roe, Inc. by any of its clients. ANY QUESTIONS: CI Budros Ruhlin Roe, Inc.’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

Scroll to Top