Exciting News – We’ve Been Recognized as a Top 50 Fastest-Growing Firm!
Dear Clients,
I am extremely proud to share that our firm has been recognized as one of the Top 50 fastest-growing wealth advisory firms in the United States from Financial Advisor Magazine. Even more exciting, within that group, we ranked 10th nationwide, alongside the most elite and talented firms in our industry. This follows our recent award as the Best Independent Advisor from Investment News Magazine.
This recognition would not be possible without the trust and confidence you, our clients, place in us. We are deeply grateful for the opportunity to serve you and your family’s financial needs, and we truly value our relationship with each of you.
When I launched our firm just over five and a half years ago, my mission and passion was to build a world-class, conflict-free, boutique platform designed around one goal: giving you financial peace of mind. We set out to deliver not only comprehensive financial planning, but also unique investment opportunities within a diversified portfolio. From our emerging growth strategy to and our unique private equity opportunities, I believe we are achieving this vision and look forward to delivering further opportunities in the future.
Behind the scenes, our team works tirelessly every single day to push forward, never resting on past successes. This recognition is validation that the hard work is paying off—but we know the best is still ahead. I want to thank our incredible A-Team, whose dedication, talent, and culture have made this journey possible. It is a privilege to work alongside them, and together we look forward to many more years of serving you and your families.
Again, thank you for your continued trust and support. We are honored to be on this journey with you and look forward to our ongoing dialogue.
Best regards,
Philip Palumbo
Palumbo Wealth Management was awarded the Tenth Fastest-Growing Firm on July 11th for 2025. The Fastest-Growing Firm ranking is created by Financial Advisor Magazine, and is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit FA’s survey by the deadline. FA attempts to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms with at least $500 million in assets under management as of December 31, 2024, are included in the print edition of Financial Advisor magazine’s 2025 RIA survey. Firms with under $500 million are included in FA’s expanded 2025 online RIA survey.
Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where PWM and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at www.palumbowm.com.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information, and it should not be relied on as such.
The views expressed in this commentary are subject to change based on the market and other conditions. These documents may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance, and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
Past performance is no guarantee of future returns.
announcement, award, fastest growing firms, top10By: Adam
