SGH Wealth Management recognized as Top Advisor Nationwide by InvestmentNews
InvestmentNews | January 29th, 2024
Leading from the front
In a divergent financial landscape, the Top Advisors of 2024 have emerged as dynamic performers, providing clients with trusted advice, innovative investment options, and value-added services.
The winning cohort set themselves apart through their commitment to:
- transparency
- communication
- education
- personalization
Key metrics used to determine the 
top performers was overall AUM, as well as percentage changes in AUM and number of clients between 2022 and 2023.
Methodology
To compile the inaugural Top Advisors list, InvestmentNews first solicited nominations from advisors, industry professionals, and clients. Only advisors nominated were eligible for the list. All information on the 
nominees had to be verified by their compliance team before it could be accepted.
The final list was determined based on each advisor’s weighted ranking in overall AUM, AUM growth, and client growth (both between September 2022 and September 2023). The InvestmentNews team then tabulated a ranking for each advisor in each category and combined those scores to determine the advisor’s final ranking on the 2024 Top Advisors list.
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