August 2, 2021
Every year, Financial Advisor (FA) Magazine releases a ranking of the top RIAs in the country, and we are proud to announce that on this year’s list, GYL Financial Synergies was recognized as one of the top 100 firms (ranked #89). FA Magazine considered more than 600 firms in their analysis, and the rankings are calculated based on total discretionary and nondiscretionary assets, percentage growth in total assets, and percentage growth in assets per client.
Earning a spot on this list is a significant achievement. We are honored to be included among such esteemed company, and this ranking is a testament to the hard work, dedication, and passion of our team. But like all of the successes GYL has enjoyed, this accomplishment would not be possible without our clients — we truly value the trust you have placed in our firm. Your partnership has played a key role in our success, and it will be a crucial part of our continued growth as we move forward into the future together.
The full list can be viewed here; thank you to everyone who contributed to our inclusion on this list, and we look forward to continuing to achieve great things together!
Financial Advisor (FA) Magazine’s 2021 RIA Survey & Ranking is a ranking based on assets under management as of 31-Dec-2020. FA Magazine orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit FA Magazine’s survey by the given deadline. FA Magazine verifies AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent Registered Investment Advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. Corporate RIA firms and Investment Advisor Representatives (IARs) are not eligible. There is no fee to apply or to secure placement within the ranking. 607 RIA firms are included in the 2021 ranking. FA Magazine does not track the number of firms that applied but failed to meet the required criteria. Additional disclosure information regarding the 2021 RIA Survey & Ranking can be found on the Financial Advisor Magazine website.
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