AdvisorHub Advisors to Watch 2022

In September 2022 Jenny Daly was recognized as one of AdvisorHub's Advisors to Watch - Top 50 Solo Practice
Award Photo

In compiling its inaugural lists of Advisors to Watch, AdvisorHub received nominations from more than 189 firms and individual RIAs. Nominees were required to have a minimum of seven years’ experience, $100m minimum AUM, and a clean regulatory record. Advisors were ranked on the size and makeup of their practice; year-over-year growth; and professionalism and character. AdvisorHub does not receive compensation in exchange for placement on the ranking.

The ranking criteria is broken into three main categories: Scope of practice measured by assets, production, and level of service; growth of practice consisting of year-over-year growth in assets, households, and production; and lastly, professionalism which includes regulatory record, community service, and team diversity.

Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.