WPWealth Ranks in Financial Advisor’s Annual Registered Investment Adviser Rankings

WPWealth Ranks in Financial Advisor’s Annual Registered Investment Adviser Rankings

Fort Worth, TX – (August 8, 2023) WPWealth has ranked #339 in Financial Advisor’s 2023 Annual Registered Investment Adviser (RIA) Ranking. The list ranks RIA firms from largest to smallest, based on Assets Under Management (AUM) reported by firms to the Securities and Exchange Commission (SEC). In order to be considered, all participating organizations had to complete a survey that was based on total AUM reported at the end of the 2022 calendar year.

“We are incredibly honored to be named to the Financial Advisor’s 2023 Annual Registered Investment Advisor Rankings,” stated WPWealth Partners, Shane Miller and Bill Weston. “This recognition serves as a testament to our unwavering commitment to providing exceptional financial advisory services for our clients. We would like to express our deepest gratitude to our dedicated team members and valued clients who have made this achievement possible. As we celebrate this milestone, we remain steadfast in our pursuit of continuous, steady growth and look forward to the years ahead.”


About the Financial Advisors Magazine

Reaching 80,000 qualified readers each month, Financial Advisor (FA) delivers essential market information and strategies that advisors need to succeed in their increasingly complex environment. FA focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. FA goes in-depth to challenge traditional planning wisdom by introducing readers to new approaches to help them better counsel clients. To achieve these goals, FA continuously seeks to bring together the best team of editors and contributing writers to provide the most compelling publication for the top decision-makers in the financial advisory field.

About WPWealth LLP

WPWealth LLP is a Registered Investment Advisor with the Securities and Exchange Commission. WPWealth is comprised of a team of certified financial professionals whose mission is to offer comprehensive, unbiased advice to clients, knowing all working aspects of their financial situation. For more information on WPWealth, please visit www.wpwealth.com.


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Kristen Lollar

Chief Marketing Officer

Phone: 469-776-3645
Email: kristen.lollar@whitleypenn.com