Awards Disclosure
Inc. 5000:
The Inc. 5000 is designated by Inc. Business Media, awarded in 2023. The award is obtained by filling out an application. Working with an Inc. 5000 recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.
Methodology: Companies on the 2023 Inc. 5000 are ranked according to percentage revenue growth from 2019 to 2022. To qualify, companies must have been founded and generating revenue by March 31, 2019. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2022. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2019 is $100,000; the minimum for 2022 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to four decimal places.
About Inc.: Inc. Business Media is the leading multimedia brand for entrepreneurs. Through its journalism, Inc. aims to inform, educate, and elevate the profile of our community: the risk-takers, the innovators, and the ultra-driven go-getters who are creating our future. Inc.’s award-winning work reaches more than 50 million people across a variety of channels, including events, print, digital, video, podcasts, newsletters, and social media. Its proprietary Inc. 5000 list, produced every year since 1982, analyzes company data to rank the fastest-growing privately held businesses in the United States. The recognition that comes with inclusion on this and other prestigious Inc. lists, such as Female Founders and Power Partners, gives the founders of top businesses the opportunity to engage with an exclusive community of their peers, and credibility that helps them drive sales and recruit talent. For more information, visit www.inc.com.
RIA Intel: RIA of the Year (Less than $1 billion AUM) award is designated by RIA Intel, awarded in 2023. Ria Intel Awards are voted on by those affiliated by RIA Intel. The award is independently granted. Vance Wealth does not pay a fee to receive the award. Working with an RIA of the Year recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.
Financial Advisor Magazine: Every year, FA Magazine conducts a voluntary survey of independent RIAs filing their own ADVs with the SEC and providing financial planning and related services to individual investors. No fee or membership is required to participate in the survey. The annual survey evaluates total assets, year-over-year growth in assets, growth in assets per client, and other firm characteristics. Financial Advisor magazine orders firms from largest to smallest based on their assets under management at the year end. More information can be found on the FA Magazine website.
The One of America’s Top RIAs is designated by Financial Advisor Magazine, awarded in 2023. The award is obtained by filling out an application. Vance Wealth does not pay a fee to receive the award. Award recipients do not pay for ad space or promotional products. Working with One of America’s Top RIAs by FA Magazine recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.
