Lifetime Achievement Honorable Mention
Invest in Others
100 St. Louisans You Should Know
Small Business Monthly
The ranking was based on year end discretionary and non-discretionary AUM reported on the firms’ ADV. 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 must have at least $50 million in assets under management at year end. The list was segmented by asset categories: 1) $1 billion and over; 2) $500 million to <$1billion; 3) $250 million to <$500 million; 4) $150 million to <$250 million; and 5) $50 million to <$150 million. The comprehensive list consisted of 534 firms. No payment was required for participating in the survey. No organizational memberships were required of the Firm or individuals. Ranking on this list is not representative of any one client’s experience.
Nominees of the 2022 Community Impact LUMINARY award should have an established and recent record of achievement in guiding and developing innovative community service projects. This work includes charitable activities of various types and sizes. Through its programs, products and services, the firm should have made a clear difference for its community in ways that ideally can be replicated by others in the financial services industry. In addition, nominees are reviewed for ways that specific executive or staff talent, abilities, geographic presence and other unique features of the firm help them stand out in their communities. Ideal candidate firms have introduced or supported significant philanthropic programs (as well as products or services) for their respective communities that have demonstrated clear, measurable and replicable results.
Top Financial Advisors
To be eligible for this ranking, firms must be a registered investment advisor, provide financial planning related services to individual clients, and have at least $50 million in assets under management. To be considered for inclusion, Archford Capital Strategies, LLC submitted a survey, which was reviewed by Financial Advisor Magazine. Financial Advisor Magazine does not disclose how many firms were considered or applied for inclusion on the list.
Archford Capital Strategies, LLC does not pay a fee to be considered for or included in the Financial Advisor Magazine’s RIA Survey and Ranking. Archford Capital Strategies, LLC is not required to be a member of or subscriber to Financial Advisor Magazine or any other group to be considered for or included in the rankings. For more information, visit www.fa-mag.com/research/ria-survey.
Top DC Advisor
The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms. Candidate selection is based upon the quality of retirement plan advice as well as financial returns. This list focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in self reported DC assets under advisement at the end of a respective fiscal year.
Archford Capital Strategies is awarded the Inc. 5000 list of the fastest-growing private companies in America. The 2022 Inc. 5000 was ranked by percentage revenue growth during the period 2018 to 2021. To qualify, companies must have been founded and generated revenue by March 31, 2018. They had to be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2021. Archford paid a processing fee to be considered for qualification, however, no further fees are paid by Archford for inclusion. Inclusion in the Inc. 5000 is absolutely not indicative of Archford’s future performance, or any future performance pertaining to its clients’ investments; should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Archford is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of Archford by any of its clients. For more information, go to: www.inc.com