News & Articles

Perspective. Discipline. Stewardship.

07/05/2018

Financial Advisor magazine annually compiles a list of every Registered Investment Advisor across the United States. The characteristics considered in the ranking are the total assets under management (AUM), growth percentage, assets per client, growth percentage in assets per client, and the percent change in number of clients. In 2018, IWP is honored to be listed at #449, with our AUM over $437 million as of July 2018.

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