LD Lowe ranked No. 7 in DFW and No. 20 in Texas among firms with 11-50 employees
DALLAS (May 1, 2012)—Investment News has named LD Lowe Wealth Advisory among the top 20 largest wealth advisory firms, as ranked by total assets under management. According to the publication’s RIA Data Center, LD Lowe ranks No. 7 among Dallas-Fort Worth firms and No. 20 in Texas among fee-based, independent wealth advisors with 11-50 employees.
At the time of the rankings analysis in late 2011, LD Lowe Wealth Advisory managed $100 million in discretionary assets and $12 million in non-discretionary assets. Since that time, the firm’s total assets under management have grown to more than $120 million.
“The cornerstone of our business is to provide unparalleled customer service, and I believe it is the key to our success,” said Lloyd Lowe Sr., founder and senior partner of LD Lowe Wealth Advisory. “For more than 20 years, we have helped our clients plan for their retirement and achieve the goals they have set. I am honored that so many people have chosen to place their trust in our firm, and we will always work to earn it.”
Investment News, a weekly newspaper that provides news and analysis to financial advisors, is among the most respected publications in the industry. The RIA Data Center “universe” includes a list of 2,280 qualified fee-based, independent wealth advisors located across the U.S. The publication sorts these rankings by size of the firm and the state in which it operates. Nationally, LD Lowe ranks among the top 50th percentile. For more information about LD Lowe’s ranking and the criteria for the Investment News RIA Data Center, please visit Investment News.
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