DWAM named 25th Fastest Growing RIA by SmartAsset

PRNewswireNovember 23, 20233 min

Duncan Williams Asset Management (DWAM) has earned the distinction of being ranked as the 25th fastest-growing Registered Investment Advisor (RIA) in the United States, according to SmartAsset’s most recent analysis. The financial advisory industry comprises more than 15,000 SEC-registered investment advisors. It places DWAM among the top performers among the 1,700 SEC-registered investment advisors with no disclosures, offering personal financial planning services and managing over $500 million in client assets. DWAM has demonstrated impressive growth in the past year, increasing its client accounts by 26.5%. Furthermore, the firm’s assets under management (AUM) have grown by 23.7% yearly.

Founder and Chairman of Duncan Williams Asset ManagementDuncan F. Williams, expressed his pride in SmartAsset’s acknowledgment of their 2022 RIA ranking. He emphasized that this achievement underscores the sustained growth of DWAM, driven by the dedication and ongoing commitment to helping clients and the community achieve their financial objectives.

David Scully, President at DWAM, added, “This accomplishment reflects the efforts, enthusiasm, and commitment of our team at DWAM. We are deeply grateful for the confidence and trust the broader Memphis community has given us to oversee such a critical aspect of their financial investments.”

For more detailed insights into SmartAsset’s comprehensive analysis and the complete rankings, please visit SmartAsset’s 2023 Fastest Growing RIAs.

Stay Ahead of the Financial Curve with Our Latest Fintech News Updates!

PRNewswire

newOriginal-white-FinTech1-1

We are one of the world’s leading Fintech-based media publication with our content strategized and synthesized to fit right into the expanding ecosystem of Finance professionals. Be it fintech live news, finance press releases, tech articles from Fintech evangelists or interviews from top leaders from global fintech firms, we give the best slice of knowledge topped up with the aptest trends. Our sole mission is to help tech and finance professionals step up with the rapidly emerging Fintech civilization and gain better insights to emerge victorious in every possible way. We adopt a 360-degree approach in order to cater to present a holistic picture of the fintech arena.

Our Publications



FintecBuzz, 2024 © All Rights Reserved