We have an exciting announcement to share with you! Waypoint Capital Advisors has been named the 3rd Fastest Growing RIA in the state of Minnesota. The findings were recently published by RIA Edge, Wealthmanagement.com, and Discovery Data.
We’re incredibly grateful to have been recognized and would like to extend our thanks. We’re proud of the team we’ve built and the families who have entrusted us to work alongside them.
Sincerely,
David, Nancy, Jon, and Mark
“The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice,” via RIA Edge.
