The 2024 Worth Leading Advisors List features the top-tier registered investment advisor firms (RIAs) in the country who are leaders in their field and pioneers in adapting to market changes and the evolving needs of affluent clients.
MILWAUKEE, WI, May 15, 2024 /24-7PressRelease/ — Johnson Financial Group (JFG) has been named to the Worth Leading Advisors List, which recognizes the top-tier registered investment advisor firms (RIAs) in the country who are leaders in their field and pioneers in adapting to market changes and the evolving needs of affluent clients.
To create the list, the Worth editorial staff partnered with ISS Market Intelligence to evaluate RIA firms through a rigorous selection process. The selection process includes analysis of key performance indicators such as assets under management, specialization on high-net-worth clientele, a focus on comprehensive financial planning and more.
“JFG is proud to be named as a top RIA by Worth,” said Jim Popp, CEO of Johnson Financial Group. “Being part of the 2024 Leading Advisors List is a testament to the work we do to serve the high-net-worth space including our focus on family businesses. It also affirms our integrated planning and investment model, which includes banking, trust and wealth management services, and has helped us stand out as a firm.”
The 2024 edition of the list showcases 300 independent RIAs. There is no charge or other considerations required for RIAs to be included on the list. To read more about the 2023 RIA Ranking and Survey, please visit worth.com. The full list of Worth’s Leading Advisors List can be accessed here.
About Johnson Financial Group
Johnson Financial Group is a privately-owned financial services company offering banking and wealth solutions through its subsidiaries, Johnson Bank and Johnson Wealth. Principal owners of Johnson Financial Group are members of the Samuel C. Johnson family. Helen Johnson-Leipold is Chairman of Johnson Financial Group. For more information visit www.johnsonfinancialgroup.com.
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