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Ruggie Wealth Ranks Among the Nation’s Best

We’re honored to announce Tom has again been recognized for the eighth time among Barron’s Top 1,200 Financial Advisors and remains Lake, Sumter and Marion County’s only Barron’s and Forbes recognized advisor.

The ranking takes into consideration quality of practice, assets under management, revenues, and philanthropic work, and recognizes advisors demonstrating exceptional performance, professionalism, client service and community involvement.

He has also been ranked among the Financial Times 300 Top Registered Investment Advisors2016 – 18. Each year, the Financial Times—one of the world’s leading media organizations focused on international business and economic news—publishes a listing of the “300 Top Registered Investment Advisors”. Ruggie Wealth Management is honored to be included on the list for two years in a row.

This recognition is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflects performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility.

We thank you for your trust and ongoing support and look forward to many productive years of working together.

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