MORRISTOWN, NJ, July 2, 2024 / PRNewswire / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that Financial Advisor, Ryan Brunnock, has been ranked among the top 100 Next Gen advisors in the United States in the 2024 Advisors to Watch list published by AdvisorHub. The annual list recognizes the largest and fastest-growing practices run by advisors under the age of 45.
Brunnock is a partner at Trinity Financial Strategies based out of Morristown, NJ. Earning a 68th place ranking, Brunnock joins the ranks of the select 100 advisors being recognized for their dedication to client service, which has been instrumental in attracting clients and achieving asset growth. “To my amazing team with Trinity Financial Strategies, Private Advisor Group, and LPL Financial,” says Brunnock, “your dedication, collaboration, and expertise have been instrumental in achieving this milestone. I am fortunate to work with such talented individuals who inspire me every day.”
“Ryan’s inclusion in the ‘100 Next Gen’ advisors comes as no surprise,” says Kevin Sullivan, Director of Advisor Growth and Engagement, “We’re confident that his love for the profession and commitment to providing exceptional client service will continue to pave the way for his success. Congratulations!”
Read more and see the full ranking by visiting AdvisorHub.
“Nominees are required to have a minimum of seven years’ experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, advisors are ranked on three categories: scale, growth, and professionalism. The list is broken into several sublists: RIAs (fee-only), Over $1b, Under $1b, Next Gen, Women, Solo, and Fast-Growing. Please note that participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.”
About Private Advisor Group
Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation’s leading financial services firms. With over $28.5 billion in assets under management as of June 30, 2023, the firm leverages its resources to deliver strategies positioned to improve financial outcomes for individual investors and to inspire growth, fiduciary adherence, succession, and a client-centric approach for independent financial advisors’ practices. Barron’s has recognized Private Advisor Group as a top 10 registered investment advisory firm every year since 2019.
*Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.