ROCHESTER, New York - Alesco Advisors LLC (Alesco), an independent and employee-owned...
Alesco Advisors Ranked in 2023 RIA Leaders by Financial Planning Magazine
Alesco Advisors LLC (Alesco), an independent and employee-owned SEC-Registered Investment Advisor, has earned a position on the 2023 RIA Leaders List for the fourth consecutive year, moving up from #79 to #68. Financial Planning Magazine recognized Alesco as one of the top 150 RIA Leaders, ranking firms based on assets under management as reported on the SEC Form ADV as of July 2023. The comprehensive list and article can be found in the print version of the October 2023 issue and online via this link.
Founded in 2000, the Rochester-based firm has consistently demonstrated growth, advising $5 billion in assets across approximately 500 institutional and high net worth clients, as of June 30th, 2023.
To be considered for the RIA Leaders ranking, firms must have no affiliations with a broker-dealer, operate on a non-commission-based model, and have at least 50% of their clients as individuals or high-net-worth individuals. Additionally, at least one of those clients must receive financial planning services.
Jim Gould, co-founder, and president of Alesco Advisors, conveyed his appreciation, saying, "Inclusion among Financial Planning Magazine’s 2023 RIA Leaders is a reflection of our team's unwavering dedication and the sustained trust our clients place in us. We're honored by this recognition, and it motivates us to continually uphold the highest standards in financial advisory services."
For media inquiries, please contact Erin Hayford.