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WMS partners Recognized by Financial Planning

By: admin Oct 18, 2022 10:39:58 AM

Recognition
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WMS Partners is pleased to announce that it has been chosen by Financial Planning magazine as a 2022 RIA Leader(see the full ranking here).  Financial Planning ranked firms from largest to smallest, based on AUM reported by firms to the Securities and Exchange Commission (SEC).  

Financial Planning did not receive a fee in exchange for considering or listing WMS in its rankings.

 

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