S&H Wealth Management Named Top 100 Wealth Management Firm

by: Smith and Howard

May 15, 2014

Back to Resources

Smith & Howard Wealth Management (SHWM) has been named one of the nation's Top 100 Fee-Only Wealth Management Firms by CNBC. The methodology used by he CNBC Digital editorial team and Meridian-IQ, used scores for each measure listed below that were weighted according to a proprietary formula to arrive at a final total rank:

  • Assets under management
  • Having staff with professional designations such as a CFP or CFA
  • Working with third-party professionals such as attorneys or CPAs
  • Average account size
  • Client segmentation
  • Growth of assets
  • Years in business
  • Number of advisory clients
  • Providing advice on insurance solutions

SHWM serves as the "Chief Financial Officer" to our clients, providing personal, hands-on guidance in all areas affecting wealth. We serve affluent individuals and families, nonprofits and businesses in need of 401(k) consulting. For more information, contact any SHWM team member at 404-874-6244.

How can we help?

If you have any questions and would like to connect with a team member please call 404-874-6244 or contact an advisor below.