WMS Partners Named a Top Independent Advisor by Financial Advisor Magazine
July 13, 2018 – Towson, MD – We are pleased to announce that once again, WMS Partners has been ranked as one of the U.S.’s top Registered Investment Advisors for 2018 by Financial Advisor magazine. The rankings are based on the size of assets under management. WMS came in this year as 73rd on the list, and the largest RIA in Maryland.
While AUM is far from our primary concern at WMS, we can appreciate why more and more families are choosing independent advisors like us. “The main draw to the channel is the idea that they will be placing the clients’ interest ahead of their own, a development the public is increasingly aware of,” says the accompanying article.