Registered Investment Advisor News


News items related to Registered Investment Advisor as issued by the Send2Press Newswire service on behalf of the noted news source.


Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2022

NEW YORK, N.Y., Sept. 20, 2022 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $5.0 billion in assets under management (AUM) as of 12/31/21, has been named to Barron’s Top 100 Registered Investment Advisor (RIA) Firms for 2022. This is Barron’s seventh annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

Conte Wealth Advisors Opens York Office Continuing Expansion

CAMP HILL, Pa., Dec. 3, 2019 (SEND2PRESS NEWSWIRE) — Camp Hill based Conte Wealth Advisors continues its considerable expansion efforts opening an office at 1423 E Market St in York and welcoming two seasoned advisors into the organization.