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Amidst Continued Growth Sikich Makes Debut on Financial Advisor Magazine’s Top 50 Fastest-Growing RIA List

Sikich

Aug 1 2024

2 min read

CHICAGO – August 1, 2024 – Sikich, a leading global technology-enabled professional services company, was named to Financial Advisor Magazine’s Top 50 Fastest-Growing Registered Investment Advisory (RIA) list, securing the 14th position. This new recognition comes alongside the company’s continued presence in the overall ranking of top RIA companies, earning #211 out of 431 companies evaluated.

The recognition in Financial Advisor Magazine’s annual survey comes amidst the company’s ongoing organic and acquisitive growth and its established position in the wealth management sector.

“Being part of the top 15 fastest growing RIAs is a testament to our team’s dedication to guiding clients towards financial well-being through comprehensive planning and wealth management,” said Andrew Paoni, principal at Sikich. “As we continue to grow, we remain focused on enhancing our services and embracing new technologies to further improve our clients’ experience.”

Financial Advisor’s RIA survey ranks companies based on assets under management (AUM) of independent RIA firms that file their own ADV with the SEC. The ranking lists companies from largest to smallest, based on AUM reported by firms that voluntarily complete and submit the survey. To be eligible, RIAs must provide financial planning and related services to clients and file their own ADV statement with the SEC.

To view Financial Advisor’s full 2024 RIA Rankings, click here.

About Sikich

Sikich is a global company specializing in technology-enabled professional services. With more than 1,900 employees, Sikich draws on a diverse portfolio of technology solutions to deliver transformative digital strategies. From corporations and not-for-profits to state and local governments and federal agencies, Sikich clients utilize a broad spectrum of services* and products to help them improve performance and achieve long-term, strategic goals.

Sikich currently practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients. Sikich LLC has a contractual arrangement with Sikich CPA LLC under which Sikich LLC provides Sikich CPA LLC with professional and support personnel and other services to support Sikich CPA LLC’s performance of its professional services, and Sikich CPA LLC shares certain client information with Sikich LLC with respect to the provision of such services.

Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor.

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This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.

About the Author

Sikich

Sikich is a global company specializing in technology-enabled professional services. With more than 1,900 employees, Sikich draws on a diverse portfolio of technology solutions to deliver transformative digital strategies and is comprised of one of the largest CPA firms in the United States. From corporations and not-for-profits to state and local governments and federal agencies, Sikich clients utilize a broad spectrum of services* and products to help them improve performance and achieve long-term, strategic goals. *Securities offered through Sikich Corporate Finance LLC, member FINRA/SIPC. Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor. 