April 25, 2024
Sather Financial Group USA Today Recognition
The Sather Financial Group was recognized as one of the top financial advisory firms in the nation according to USA Today.
The recognition was published in the April 24, 2024, issue of USA Today. https://www.usatoday.com/story/money/2024/04/23/financial-advisor-top-firms-ranking/73327679007/
The analysis, performed by Statista, was derived from one-year and five-year growth of the firm as well as independent recommendations from financial advisors, clients, and industry experts.
Additionally, on April 28, 2024, the Sather Financial Group celebrates its 25th anniversary.
Sather Financial Group, established in 1999, manages $1.75 billion for families, foundations, and corporations in a fee-only, fiduciary, manner.
Disclosure
The USA Today recognition was received based on a time period of 01/31/2023 to 12/31/2024. No compensation was provided by Sather Financial in order to be considered for this recognition/rating/award. Third party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results.
This rating was based solely on factors that are not related to the quality of investment advice provided by Sather Financial Group.
Additional Details on the recognition
Methodology
USA TODAY partnered with market research firm Statista for the second straight year to rank the top 500 RIAs in the searchable lists below.
https://www.usatoday.com/story/money/2024/04/23/financial-advisor-top-firms-ranking/73327679007/
That’s no mean feat: There were 32,600 RIA firms at the end of 2022 that managed about $115 trillion in assets. About 99% of the money is overseen by 15,100 larger companies registered with the Securities and Exchange Commission, according to the Investment Adviser Association (IAA), a trade group for RIAs. The remaining 17,500 RIAs each manage less than $100 million and are registered with state agencies.
The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long-term and the number of recommendations they received from clients and peers.