InvestmentNews has revealed its Top Advisors who are elevating their firms to new heights. This year’s winners are boosting AUM levels, attracting more clients, and emerged as dynamic performers.
Frank J. Fiumecaldo has earned recognition in the 2024 InvestmentNews Top Advisors. America’s best advisors provide clients with trusted advice, innovative investment options and value-added services.
Frank is delighted to announce its inclusion in the prestigious 2024 InvestmentNews Top Advisors, a comprehensive roundup that highlights the best in the industry.
As an impartial authority in the wealth sector, InvestmentNews conducted an exhaustive research study spanning 12 months to identify and showcase the industry’s top performers. In this thorough assessment, Frank has emerged as one of the distinguished contributors to the industry.
InvestmentNews’ 30+ strong Intelligence Unit determined the winners by following a rigorous process, which included interviewing objective industry professionals, conducting extensive research. The winners are those who matched the exacting Top Advisors criteria.
Frank takes immense pride in being acknowledged as one of the industry’s finest within the InvestmentNews domain.
Chris Sweeney, Managing Editor for Special Reports at InvestmentNews, shared his insights on the selection process –
“There was an impressive range of nominees from all across the US and only those who really moved the needle in AUM and client growth made our final list. Frank should be proud of their recognition as it’s testament to their ability, dedication and determination. This recognition underscores Fiumecaldo’s commitment to industry excellence and his continued dedication to delivering exceptional results.”
The Top Financial Advisors in the USA
InvestmentNews celebrates 60 dynamic advisors across the country who excel at serving their clients.
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 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 Assets Under Management, Asset Under Management Growth, and Client Growth (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.
Disclosures: Aventine Financial Group LLC (“Aventine” or “we”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply any level of skill or training. The content provided herein is for informational purposes only and is not intended as a recommendation, offer, or solicitation to buy or sell any security or investment strategy. This material does not establish an investment advisory relationship with Aventine, take into account individual circumstances or objectives, or constitute personalized investment advice. Aventine offers a broad range of investment management and financial planning services. For more information about our services and fees, please request a copy of our Form CRS (Client Relationship Summary) and Form ADV Part 2A (Firm Brochure). Neither Aventine nor its investment adviser representatives provide legal, tax, or accounting advice. You should consult your legal and tax advisers before making any financial decisions. Investing involves risk, including the potential loss of principal. There is no guarantee that any investment strategy will be successful. While diversification, asset allocation, and rebalancing strategies may help manage risk, they cannot eliminate the risk of loss in declining markets. Past performance does not guarantee future results. Any references to market indices are for illustrative purposes only and represent unmanaged groups of securities that cannot be invested in directly. Index performance assumes the reinvestment of income, dividends, and other earnings but does not reflect the deduction of advisory fees, transaction costs, or other expenses that would reduce returns. References to specific indices should not be construed as an indication that Aventine’s strategies will have similar composition or performance.