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SVA Wealth Management Named to Top 100 ETF Power User Ranking List

By SVA Financial Group | 1/24/2020

SVA Wealth Management is pleased to announce it has again been named to the RIA Channel’s ranking of the Top 100 ETF Power Users. This unique ranking showcases wealth management firms based on their aggregate total firm ETF assets. SVA Wealth Management is ranked number 69 on this list.

RIA Database used quantitative and qualitative criteria to create the rankings. They identified and ranked RIA wealth management firms using the most exchange traded funds (ETFs). Wealth managers were defined by the following characteristics: 1) total assets were primarily managed for high net worth and non-high net worth individual clients; 2) each firm provides comprehensive wealth management services; 3) firms may be a family office or may provide family office services; and/or 4) firms may provide financial planning services. Broker/dealers were excluded. Firms must be domiciled in the United States and registered with the SEC as a registered investment adviser (RIA). Wealth managers were then ranked based on ETF usage as reported to the SEC per their 13F quarterly Edgar filings as of September 30, 2019.  Total ETF assets were aggregated by RIA Database. Assets under management are as reported to the SEC as of December 31, 2019.

“We are proud to be recognized as part of this elite group,” states Maureen Hansen, President of SVA Wealth Management. “This list represents the leaders in our industry across the nation and we are humbled to be in such good company.”

Click here to view the entire list.

 

About SVA Financial Group

At SVA Financial Group, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.