Mr. Findley Received the Number One Spot in the 2022 AdvisorHub 50 Advisors to Watch When Scored on Scope of Practice, Growth of Practice and Professionalism
Venture Visionary Partners is pleased to announce the firm’s Founder and Chief Executive Officer Craig Findley received the number one spot on Advisor Hub’s “Advisors to Watch” ranking.
With a score of 99.98% on scale and 98.80% on growth, Mr. Findley earned the number one spot in the 2022 AdvisorHub 50 Advisors to Watch.
The fifty advisors listed have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.
Founded in 2019, Venture Visionary Partners (VVP) is a registered independent wealth management firm, advising affluent families and individuals, including business owners and entrepreneurs, to help them be strategically smarter with their wealth. VVP currently manages $4.3 billion in assets under advisement (AUA)
Notably, Mr. Findley founded VVP’s proprietary research and investment tool in partnership with Former Goldman Sachs head of electronic trading Adam Korn. This initiative combines institutional research with VVP's proprietary process.
According to Mr. Findley, “it is an honor to receive the top advisor ranking by AdvisorHub. Along with the entire team at Venture Visionary Partners. I am pleased that our dedication to our clients and our growth as a fully independent firm has been acknowledged by a significant voice in the industry.”
Venture Visionary Partners is a member of the Dynasty Financial Partners’ Network of independent financial advisory firms.
About Dynasty
Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients. Dynasty’s platform and offering have won multiple awards in recent years.
For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions and carrying out complementary acquisitions.
For more information, please visit www.dynastyfinancialpartners.com.
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The 2022 AdvisorHub 50 Advisors to Watch ranking is as of 6/23/2022 and based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Advisors considered have a minimum of seven years' experience, a compliance record with no more than three complaints, and must have been with their current firm since 1/1/2020. Out of approximately 560 total nominations received and 79 in this category, 50 advisors received the award. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Venture Visionary Partners did not pay a fee in exchange for this award/rating. Venture Visionary Partners is not affiliated with AdvisorHub.
View source version on businesswire.com: https://www.businesswire.com/news/home/20221114005064/en/
Contacts
Sally Cates
sallycates@dynastyfinancialpartners.com
646-704-4500
