Sensible Financial Planning and Management has received several awards and been recognized by several prestigious organizations. While we focus more on impressing you, our clients, we appreciate the recognition from peers and industry organizations.
AdvisoryHQ 2019 Top Financial Advisors & Wealth Management Firms in San Diego, CA
Compensation received by AdvisoryHQ may impact how and where reviews and firms appear on AdvisoryHQ, including the order in which they appear. However, AdvisoryHQ will never include a firm on our “top ranking” reviews unless the firm passes our selection criteria.
AdvisoryHQ 2017 Top Ten Best Financial Advisors in San Diego
Compensation received by AdvisoryHQ may impact how and where reviews and firms appear on AdvisoryHQ, including the order in which they appear. However, AdvisoryHQ will never include a firm on our “top ranking” reviews unless the firm passes our selection criteria.
InvestmentNews 2017 Best Practices Award for Excellence in Technology
Top performers are defined as those firms who are in the top quartile of a composite ranking consisting of the following metrics:
· Operating profit margin
· Revenue per professional
· Revenue per staff, and
· Year-over-year revenue growth percentage.
This methodology is intended to be agnostic of the firm’s technology practices and based purely on the profitability, productivity and growth exhibited by the firm.
Financial Times 2017 300 Top Registered Investment Adviser
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.