Award: 2024 AdvisorHub Advisors to Watch – 200 RIAs
Award Date: June 18, 2024
Time Period: This list is as of June 18, 2024, and is AdvisorHub’s third annual ranking.
Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Centurion Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Centurion Wealth Management did not pay a fee to be included this ranking. No ranking or recognition should be construed as a current or past endorsement of Centurion Wealth Management by any of its clients. ANY QUESTIONS: Representatives of Centurion Wealth Management remain available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
AdvisorHub is a quarterly magazine distributed nationally via print and email and offers an online portal for its content. To determine award winners for the 2024 Advisors to Watch – 200 RIAs, AdvisorHub featured an online application (https://www.advisorhub.com/resources/2024-advisors-to-watch/) for advisors to complete. The ranking uses three main criteria in its methodology: Scale (relative size of assets, production and quality of service This is the traditional metric used in most rankings. It’s essentially the size of the business and its profitability. We also considered staffing, clientele, and several other factors. This in aggregate provides a snapshot of the size and sophistication of a practice, with all data as of year-end for 2022 and 2023;); Growth (relative year-over-year change in assets, clients and production, this includes the year-over-year change in assets, households and production. We try to bias for organic growth over mergers and acquisitions, and we factor in market conditions. We want practices that are growing aggressively regardless of their size;); and Professionalism (regulatory record, community involvement, mentorship and team makeup, this includes the lead advisor’s regulatory record, community involvement, and the overall team makeup. We think it’s important for the future of the industry that advisors perform their duties ethically, are a positive force within their firms, and communities, and have open hiring practices.). The advisor’s criteria for eligibility are as follows: at least seven years’ experience as an advisor; a clean regulatory record (two or fewer complaints with no significant judgements); at least two years at the advisor’s current firm; a minimum of $150 million assets under management. The application uses team data.
The ranking may not be representative of any one client’s experience because of the way in which it is determined. The ranking is independently granted. The ranking is not indicative of Centurion Wealth Management’s (“CWM”) and its advisors’ future performance, or any future performance pertaining to its clients’ investments. This ranking or any other rankings and/or recognition by unaffiliated rating services and/or publications should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if CWM is engaged, nor should it be construed as a current or past endorsement by any of its clients. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results. If CWM is engaged, or continues to be engaged, to provide investment advisory services.