Financial Advisor Magazine Appoints Coastal Bridge Advisors to the 2018 Survey and
Ranking of Top RIAs
Westport, CT – July 5, 2018 – Out of a complete list of 707 Registered Investment Advisors (RIAs), Coastal Bridge was ranked at #130 for the 2018 list, as reported by Financial Advisor Magazine. This is the sixth time overall that Coastal Bridge has made the list. Previously, Coastal Bridge was ranked as a top RIA by FA Magazine in 2012, 2013, 2014, 2015, and 2017.
RIA Survey Methodology
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. Corporate RIA firms and investment advisor representatives (IARs) are not eligible for the survey. Firms need to complete and submit a survey on their firm’s behalf in order to be included in the published survey. In 2018, 707 firms completed the survey. The 2017 list included 638 firms, the 2015 list included 562 firms, the 2014 list included 529 firms, the 2013 list included 522 firms, and the 2012 list included 514 firms. Every firm that completes a survey is represented in the survey.
For the complete survey and ranking, click here.
Important Disclosure: Please note that Coastal Bridge Advisors’ receipt of this, or any, award may notbe representative of any one client’s experience because the award reflects an average of all, or a sample of all, of the experiences of the firm’s clients. Coastal Bridge Advisors’ receipt of this, or any, award is not indicative of the firm’s future performance.