USA Today partnered with market
research firm Statista Inc. to rank the top 500 Registered
Investment Advisory Firms (RIAs) in the country. One Day In July is
ranked 27th overall and is the only Vermont-based firm included on the list of the
top 500 RIAs, which is titled "Best Financial Advisory Firms
2024."
BURLINGTON, Vt., May 6, 2024
/PRNewswire-PRWeb/ -- Statista Inc. evaluated thousands of
financial advisory firms across the country, narrowing the list to
the top 500 which were then ranked. Statista Inc. said, "The
ranking is built on a robust evaluation framework centered around
two key dimensions: recommendations by financial advisors, clients,
and industry experts and a firm's development of assets under
management (AUM)." Both short-term (1-year) and long-term (5-year)
AUM development were analyzed.
Headquartered in Burlington,
Vermont, One Day In July also has offices in New Hampshire and Pennsylvania, and the firm services clients
located throughout the United
States. As Registered Investment Advisor Representatives,
One Day In July financial advisors are fiduciaries on all accounts,
for all clients.
One Day In July prides itself on transparency, with the firm's
asset-based fee structure linked clearly on the front page of their
website. One Day In July financial advisors focus on investing
clients primarily in tax efficient, low-cost index ETFs. They work
with individuals, families, and institutions to create and manage
portfolios customized to the specific circumstances and goals of
each client.
One Day In July financial advisors offer free consultations for
prospective clients and they can be contacted easily via the form
on their website, or the contact information listed below.
The 2024 USA Today Best
Financial Advisory Firms list was published 4.23.24. Recommendations were collected through a
survey of 25,000 individuals. One Day In July paid a fee to
Statista Inc. to license the use of the award name and logo. One
Day In July did not pay to be considered for this ranking.
One Day In July LLC is an SEC-registered investment advisor.
Registration does not imply a certain level of skill or training.
One Day In July LLC does not guarantee actual returns or losses.
This content is for educational purposes only and is not investment
advice. Individual circumstances may vary.
Media Contact
Caroline Kessler, One Day In
July, 1 8025038280, welcome@onedayinjuly.com,
https://www.onedayinjuly.com/
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SOURCE One Day In July