Valicenti Advisory Services, Inc. recently announced it has ranked 26th in the RIA Channel 2020 Top 50 Emerging RIA list.
The 2020 Top 50 Emerging RIA Methodology includes the RIA Channel ranking of the 2020 Top 50 Emerging RIAs using a proprietary set of criteria and data. The ranking is based on both size and growth in assets reported to the SEC as of Oct. 31, 2020.
Wealth management firms with negative disclosures on their ADV Part 1 were excluded. Wealth management firms that were growing 30% or more over the past five years and had total assets under management of less than $500 million were included.
RIA Database (RIADatabase.com) was used for regulatory data, growth data, organic research and advisory surveys.
“We are extremely proud of our dedicated professional staff, who made this acknowledgement possible in 2020,” said Joe Valicenti, president and CEO.
He continued, “We sincerely thank each of our clients for supporting our beliefs and the passion our firm has for delivering a unique client experience based upon relationships, expertise and trust. Our success largely hinges upon maintaining relationships and providing meaningful services to our clients.”
Valicenti’s Wealth Management office is located at 400 East Water St. in Elmira. The Tax and Business Services office is located with their affiliate office, Valicenti Insurance Services, Inc., at 447 East Water St. in Elmira. A satellite office is located at 24 West Market St. in Corning.
A copy of their current, written disclosure brochure discussing their advisory services and fees is available at www.valicenti.com.