FA Magazine Lists Telos Capital Management, Inc. as Top Ranking RIA
Telos Capital Management, Inc. (TCM) is pleased to announce that we have been recognized as one of the top Registered Investment Advisory (RIA) firms in the Country by Financial Advisor (FA) Magazine’s 2021 Annual RIA Ranking. The annual FA RIA ranking showcases the top independent wealth management firms based on their size and year-over-year growth in client assets under management. TCM experienced a 30.97% growth in assets under management from in 2020, a year in which we finished with over $1 billion in assets.
At TCM, we are proud of our accomplishments and national recognition, but our deep appreciation goes to our loyal clients and our team of dedicated professionals that made it happen. One of our main priorities is to form long-lasting relationships with our clients and team members that are built on trust, understanding, and mutual respect. Providing our clients with comprehensive, personalized advice that reflects their goals and needs is what makes each day fulfilling.
About Telos Capital Management, Inc.
Telos Capital Management, Inc., a registered investment adviser with the U.S. Securities and Exchange Commission, is an independent wealth management firm that provides comprehensive financial and investment advisory services for individuals, families, businesses, and non-profit organizations. The firm is headquartered in San Diego, California and manages approximately $1.017 billion in assets under management, as of December 31, 2020. For more information about TCM, please visit www.telosinc.com.
About Financial Advisor Magazine’s RIA Survey
FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA’s survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $300 million in assets under management as of December 31, 2019 to be included in the print edition of Financial Advisor magazine’s 2020 RIA survey. Firm will under $300 million will be included the FA’s expanded 2020 online RIA survey.
Corporate RIA firms and investment advisor representatives (IARs) are not eligible for this survey. A corporate RIA is a registered investment advisor most often formed by a broker-dealer that files an ADV with the SEC. Advisors who are affiliated with the broker-dealer or other entity’s corporate RIA may offer investment advice. They are considered Investment Advisor Representatives (IARs) of the corporate RIA. All of the assets under management of the IARs are included in the corporate RIA’s ADV filed with the SEC.
This rating may not be representative of any one client’s experience because the rating does not reflect the experiences of the adviser’s client. This rating is not indicative of the adviser’s future performance.