Since 2006, Forbes and RIA Channel have been showcasing the fastest growing RIA firms. To be considered for the list, each firm must be a registered investment advisor (RIA) with the SEC, provide wealth management services and serve individual clients. CI Budros Ruhlin Roe has climbed to number 72 on the list. Click here to view the full list.
Recently, CI Budros Ruhlin Roe’s Chief Investment Officer Dan Roe, spoke with RIA Channel’s Julie Cooling to give insights on BRR’s growth in assets over the last 10 years.
“We are based in Ohio with one office. We work with a wonderful group of high net-worth families and individuals and some foundations and retirement plans,” said Roe.
View the full interview here.
Disclosure: Forbes and RIA Channel’s 2016 Top 100 RIA Firms ranking recognizes wealth management firms by growth in assets over the past 10 years. In order to be considered for the ranking, each firm must be a registered investment advisor with the SEC, provide wealth management services, and primarily serve individual clients. As the RIA market continues to develop, RIA Database, sister company to RIA Channel, continues to adapt its ranking criteria to reflect the market environment. This year, Budros Ruhlin & Roe ranked 72nd on RIA Channel’s annual ranking of the Top 100 RIA firms with $1.1 billion in asset growth over the last 10 years. In 2015, Budros Ruhlin & Roe was ranked 91st with $2.1 billion in total assets under management. For more information, please visit: http://www.forbes.com/sites/juliecooling/2016/11/14/top-100-ria-firms-by-ten-year-growth/#5c6eb187247b