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Alesco Advisors Ranked in 2022 RIA Leaders by Financial Planning Magazine

Posted by Alesco Advisors on Oct 24, 2022 8:15:00 AM

Alesco Advisors LLC (Alesco), an independent and employee-owned SEC-Registered Investment Advisor, was named one of 150 RIA Leaders by Financial Planning Magazine. The list and article are available to view in the print version of the October 2022 issue and online via this link.

Alesco Advisors LLC was ranked 79th of 150 firms included in the comprehensive list. Founded in 2000, the Rochester-based firm has grown to advise over $4.5 billion in assets across approximately 500 institutional and high net worth clients. This is the third consecutive year that the firm has been included in the top 100 of the 150 RIA Leaders list.

The list is ranked from largest to smallest based on assets under management as reported on the firm's SEC Form ADV. Firms must have no affiliations with a broker-dealer and must be non-commission-based to be considered for the RIA Leaders ranking. In addition, at least 50% of the firm’s clients must be individuals or high-net-worth individuals, and at least one of those clients must receive financial planning services.

“On behalf of the Alesco team, we are honored to be included among Financial Planning Magazine’s 2022 RIA Leaders,” says Jim Gould, co-founder, and president of Alesco Advisors. “This type of recognition is a testament to the hard work of our dedicated team and the continued trust of our clients.”

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