MILWAUKEE, WI, December 16, 2021 /24-7PressRelease/ — Johnson Financial Group has been named to Financial Planning’s RIA Leaders 2021 list. The wealth management division of Johnson Financial Group is ranked 36th on the Top 150 Fee-Only RIAs in AUM list.
Financial Planning ranks the largest fee-only RIAs based on several criteria from each firm’s most recent Form ADV. To be considered, firms must list zero registered representatives of a broker-dealer, must not list commissions as a compensation arrangement, must list at least one financial planning client and have the sum of the individual and high net worth clients be at least 33% of the total clients. Additionally, there is no charge or other considerations required for RIAs to be included in this ranking.
“Being recognized as one of the top RIA leaders in the country is a testament to the hard work everyone at Johnson Financial Group has put into growing our wealth management business over the past several years,” said Brian Andrew, Chief Investment Officer and President, Johnson Wealth. “Our long-term reputation for serving family businesses coupled with our focus on an integrated planning and investment model that includes banking, trust and insurance services has helped us continue to grow and stand out as a firm.
The full list of Financial Planning’s 2021 Top 150 Fee Only RIAs can be accessed here.
About Johnson Financial Group
Johnson Financial Group is a privately owned financial services company offering banking, wealth and insurance solutions through its subsidiaries, Johnson Bank, Johnson Wealth, and Johnson Insurance Services. For 50 years, we have put our clients first by serving as a trusted advisor, with engaged family ownership, strong values and committed associates. Firmly rooted in our community, ensuring it is a better place by volunteering and providing support where needed. For more information visit www.johnsonfinancialgroup.com.
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