News & Articles

Perspective. Discipline. Stewardship.

07/31/2016
Financial Advisor Magazine RIA Survey and Ranking

Each year, Financial Advisor Magazine provides a ranking of all independent RIA’s across the United States based on total assets under management. This year, Insight Wealth Partners is pleased to announce that we were ranked #366 for our assets under management. As of December 31, 2015 our assets under management were over $330M.

Insight Wealth Partners, LLC., Retirement Planning Service, Plano, TX