Algonquin Again Ranked Among Top Wealth Management Firms

September 2, 2011

Greenwich, CT - Algonquin Advisors LLC announced that it has been recognized as among the nation’s top investment advisors by AdvisorOne’s* “2011 Top Wealth Managers” ranking for the third consecutive year.

In the annual ranking of the top wealth managers as measured by total assets under advisement (AuA)1 as of 12/31/2010, Algonquin ranked among the top 100 firms for the first time in it’s history. When comparing average AuA per client among the survey participants, Algonquin ranked in the top ten in the country with average of $50 million per client relationship2

As in years past, AdvisorOne (formerly Wealth Manager Magazine) surveyed RIA firms who identified themselves as wealth managers. With this information, AdvisorOne has created a database that allows readers to view the 371 survey participants by total assets under advisement, along with various other measures, including average AuM per client and number of professionals.

To view the rankings, please click the links below:

AdvisorOne’s Top 100 Wealth Managers.pdf

AdvisorOne's Top Wealth Managers - Ranking by Average AuM per Client.pdf

Founded in 1998, Algonquin Advisors is based in Greenwich, Connecticut. The firm has a national wealth management practice focused on high net worth individuals, foundations and endowments. Specific services include asset allocation, portfolio construction, and investment manager selection across traditional and alternative asset classes. The firm is well regarded for their family of Algonquin Funds. In addition, the firm provides specialized consulting services to financial organizations and museums.

For more information regarding Algonquin please visit the firm’s website at http://algonquinadvisors.com or contact Ms. Michaela Barnum, at (203) 629-2114, or e-mail her at mbarnum@algonquinadvisors.com.

*The ranking by  AdvisorOne should not be construed as a guarantee that clients of Algonquin will experience a certain level of results if a client engages or continues to engage Algonquin. It should not be construed as a current or past endorsement by any of Algonquin’s clients. Lists and rankings including those prepared for AdvisorOne generally base their selections exclusively on information prepared and submitted by the recognized advisor. More information can be found at the AdvisorOne website: http://www.advisorone.com/microsites/top-wealth-managers/

1Please note that Algonquin’s Assets under Advisement may be considerably larger than Algonquin’s assets under management. Assets under Advisement include assets where Algonquin provides consulting services and has no trading authority.

2Please note that average client Assets under Advisement include assets where Algonquin provides consulting services and has no trading authority. These relationships may be large relative to the size of Algonquin’s direct clients and, as a result, will reflect a larger average client relationship than if the ranking only utilized direct Algonquin client relationships.

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