America’s Top RIA firms Award Disclosure

Award Name: America’s Top RIA firms
Date of award: July 2024
Based on time period: 2023
Awarded by: Financial Advisor Magazine
Compensation provided: B&F paid a fee for use of the award badge

Details of Award

Blankinship & Foster was named one of America’s Top RIAs in Financial Advisor Magazine’s 2024 RIA survey. The firm was previously named one of America’s Top RIAs in Financial Advisor Magazine’s 2023 RIA survey.

Financial Advisor Magazine’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. The ranking orders firms from largest to smallest, based on information reported to Financial Advisor Magazine by firms that voluntarily complete and submit FA’s survey. Read more at: 2024 RIA Survey & Ranking: RIAs Confront Their Own Success.

Important Disclosures

About the “Top RIAs” ranking: FA’s RIA survey 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 on the advisors and verified by review of advisor’s 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 must have at least $500 million in assets under management as of December 31, 2023, to be included in the print edition of Financial Advisor magazine’s 2024 RIA survey. The stars in the recognition emblem do not represent any type of ranking or rating so it should not be assumed Blankinship & Foster received any star rating. Financial Advisor’s ranking comes at no cost to Blankinship & Foster; however, the firm did pay a licensing fee for use of FA’s digital badge.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor.

Additional Disclosures

Certain information was obtained from third party sources believed to be reliable, but it is not guaranteed. Blankinship & Foster is not responsible for the consequences of any decisions or actions taken as a result of information provided in this presentation and does not warrant or guarantee the accuracy or completeness of the information requested or displayed. The opinions referenced herein are as of the date of publication and are subject to change without notice. We are providing the content for informational purposes only and it should not be considered investment advice or a recommendation to buy or sell any securities. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance.

Third-party rankings and recognition from ratings services, or publications, are based on specific criteria and do not provide a guarantee that the firm’s investment advisory services will be beneficial to any investor or that a client will experience a high level of performance or positive returns on their investments. Rankings and ratings should not be construed as an endorsement of the adviser by any client and should not be considered representative of any one client’s evaluation.