Grand Wealth's RIA Edge 100 Recognition

March 22, 2024


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As Grand Wealth celebrates its 20 years in business, founder and managing principal Jeff Williams, CFP®, AIF®, CPA/PFS recently wrote: “I couldn’t be more pleased to know that Grand Wealth is positioned to thrive well beyond my own career. … I believe we’ve built a firm with staying power for our clients and ourselves.”

Apparently, others agreed with Jeff when our approach to the craft earned us inclusion in the February 29th’s RIA Edge100 list.

Wealth Management’s RIA Edge list represents 100 firms nationwide who are exemplifying “Growth by Design, Not by Default.” The report describes:

“The RIA Edge 100 is not a ranking. … Firms cannot apply for the list, nor is there a cost to be included. … Rather, the RIA Edge 100 was designed to surface a premier group of well-managed firms that are reinvesting in their businesses, maintaining a high level of client service and continuing to grow by design, not by default.”

So, while we did not apply for inclusion in RIA Edge’s 100 list, we certainly our proud to be recognized there. We also look forward to remaining as “edgy” as ever over time. At least when it comes to embracing any of the latest insights, innovations, and ideas we can use to keep building on our highest levels of good, old-fashioned client care across the decades ahead.

Grand Wealth Management ("GWM") was featured in's "RIA Edge 100: Growing Above and Beyond."’s RIA Edge 100 list is an attempt to identify firms that are seeing the most success while continuing to provide high-quality, hands-on service to an expanding client base. The RIA Edge 100 list was developed by the Wealth Management IQ team in partnership with ISS MI using data from its Discovery Data Market Pro platform. The list is limited to SEC-registered investment advisors and analyzes their AUM growth over both one and five-year periods, the ratio of employees to clients, the percentage of advisors with the CFP certification, and the average client account size. Qualifying firms were also limited to those that provide financial planning services, have high-net-worth individuals as more than half of their client base and manage at least $500 million in assets. The methodology and weighting were intended to give a clear picture of firm growth as it relates to client service. RIA Edge 100 firms are those with the most impressive growth rates combined with the best client ratios and most CFP certifications. No compensation has been provided by GWM or any affiliates to obtain or use the third-party rating."