Travis Alexander, Founder and CEO of Crux Wealth Advisors, an SEC Registered Investment Advisor (RIA) specializing in providing fiduciary financial planning and investment management services to clients nationwide, was named on June 20, 2024 to the 2024 AdvisorHub 150 Advisors to Watch over $1B – ranking #50 on the list. According to the publisher, all who made the lists represent sophisticated practices that achieved scale without compromising their level of service and maintain a commitment to professionalism.
“Thrilled to be recognized for growth alongside excellent service,” said Mr. Alexander. “This award reflects the dedication of the entire Crux team – advisors, staff, and leadership.”
Travis Alexander, a visionary leader, built Crux Wealth Advisors by offering a comprehensive suite of resources that empowers advisors to maximize the impact on their clients’ financial success. His commitment to personalized financial advising is rooted in the Crux core values: Integrity, innovation, and client-centricity. By combining a systematized approach with a dedicated team, Crux Wealth Advisors goes to great lengths to provide a holistic approach of creative, bespoke financial planning to help clients achieve their goals.
LIST METHODOLOGY
The 2024 AdvisorHub 150 Advisors to Watch over $1B ranking is based on an algorithm of criteria, focused on three key areas: Quality of practice, year-over-year growth, and professionalism and character. The rankings weigh the scores in quality and growth more heavily than other areas. Out of 1,816 total nominations received, only 150 advisors were recognized. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with two or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. The time period upon which the ratings are based is from December 31, 2022 – December 31. 2023. More information on the ranking methodology is available here: https://www.advisorhub.com/advisors-to-watch-over-1b-2024/.
“While the 1,000 Advisors to Watch ranking relies on practice data, what it ultimately measures is an advisor’s resilience and drive to succeed,” wrote Tony Sirianni, Publisher and CEO of AdvisorHub. “We recognize advisors who are still winning business and growing, regardless of where they are in their career.”
Rankings are not based in any way on the individual’s abilities in regard to providing investment advice or management. A ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
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