Financial Advisor Magazine’s 2020 RIA Survey and Ranking

September 9, 2020


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Grand Wealth Management is proud to be listed in Financial Advisor magazine’s 2020 RIA Survey and Ranking. Grand Wealth experienced a 24.02% growth in assets under management from 2018 to 2019. We crossed over the $400 million of assets under management threshold going into 2020, with an average of $2.85 million of assets per client relationship. 2019 brought our team many blessings and we continue to look forward to helping our clients accomplish more for themselves, their family, and community.