NORFOLK, VA: Financial Advisor (FA) Magazine recently published its 2020 RIA Survey & Ranking report, naming Wilbanks Smith & Thomas Asset Management, LLC (WST), a Norfolk, Virginia-based asset management firm serving taxable, institutional and intermediary clients, among the largest RIAs ranked in the report.

FA's list comprised a ranking based on assets under management (AUM), which involved analysis of RIAs' AUM levels and growth from previous year, based on discretionary and non-discretionary AUM as reported in regulatory filings. The broader report included insights gathered from a voluntary survey of RIA firms.

Although 2020 presented many challenges impacting some financial firms, WST deeply values the continued client relationships and strategic partnerships that have enabled growth and positioned the firm for recognition by FA Magazine during such times. For more information on the rankings, please visit FA Magazine’s RIA Survey & Ranking 2020 report.

 

 

Besides attributed information, this material is proprietary and may not be reproduced, transferred or distributed in any form without prior written permission from WST. WST reserves the right at any time and without notice to change, amend, or cease publication of the information. This material has been prepared solely for informative purposes. The information contained herein may include information that has been obtained from third party sources and has not been independently verified. It is made available on an “as is” basis without warranty. This document is intended for clients for informational purposes only and should not be otherwise disseminated to other third parties. Past performance or results should not be taken as an indication or guarantee of future performance or results, and no representation or warranty, express or implied is made regarding future performance or results. This document does not constitute an offer to sell, or a solicitation of an offer to purchase, any security, future or other financial instrument or product.

Connect with WST