Johnson Financial Group Recognized on Financial Planning's 2021 RIA Leaders List

Johnson Financial Group has been named to Financial Planning’s RIA Leaders 2021 list. The wealth management division of Johnson Financial Group is ranked 36th on the Top 150 Fee-Only RIAs in AUM list.

Financial Planning ranks the largest fee-only RIAs based on several criteria from each firm’s most recent Form ADV. To be considered, firms must list zero registered representatives of a broker-dealer, must not list commissions as a compensation arrangement, must list at least one financial planning client and have the sum of the individual and high net worth clients be at least 33% of the total clients. Additionally, there is no charge or other considerations required for RIAs to be included in this ranking.

“Being recognized as one of the top RIA leaders in the country is a testament to the hard work everyone at Johnson Financial Group has put into growing our wealth management business over the past several years,” said Brian Andrew, Chief Investment Officer and President, Johnson Wealth. “Our long-term reputation for serving family businesses coupled with our focus on an integrated planning and investment model that includes banking, trust and insurance services has helped us continue to grow and stand out as a firm.

Read the full article and access the full list of Financial Planning's 2021 Top 150 Fee Only RIAs.