REDW Stanley Financial Advisors LLC, an SEC registered subsidiary of REDWLLC, has made CNBC’s list of the Top 100 Fee-Only Wealth Management Firms. Coming in at number 90 nationwide, REDW Stanley is the only NM and AZ firm to make the list. REDW Stanley is a subsidiary of REDWLLC, one of the Southwest’s 10 largest certified public accounting and business consulting firms with offices in Albuquerque (headquarters) and Phoenix.
“To be the only New Mexico firm to make CNBC’s list of Top Wealth Management Firms is a huge honor to our team and a tribute to our commitment to the personalized strategies we develop for each of our clients,” said Virginia Stanley, Principal and Head of REDW Stanley. “To make this list that is generated from irrefutable stats and data, and not from nominations or subjective opinion makes inclusion on this list something of which to be truly proud.”
REDW Stanley’s ranking in CNBC’s Top 100 is even more impressive because inclusion on the list was not subjective and there was no nomination process. It was compiled solely from data collected from the Securities and Exchange Commission, the Financial Industry Regulatory Authority, state regulators and state insurance commissioners. CNBC also applies the AdviceIQ Regulatory Compliance Review process to the master list and eliminates any firm that failed the RCR process. CNBC simply calculates the numbers. CNBC published the list on June 3, 2015.
