PHILADELPHIA, PA — myCIO Wealth Partners recently announced that it has been ranked 9th nationally and 1st in Pennsylvania out of 42,643 nominations on the Forbes/SHOOK Research list of America’s Top RIA Firms.
“The recognition by Forbes is another example of how client’s value the benefits of comprehensive, objective advice. Our team members are humbled by this national recognition and the #1 ranking in Pennsylvania. This would not be possible without our firm’s client and team first attitude,” said Senior Partner David Lees. “This recognition speaks to the value of independent advice and how a fiduciary based service continues to win in the marketplace.”
Based in Philadelphia, myCIO is a Comprehensive, Independent and Objective (CIO) financial planning advisory firm founded in 2005 and as of December 31, 2022 had over $12 billion in assets under management. The firm provides comprehensive, objective advice regarding financial, tax and estate planning, investment management and asset allocation to entrepreneurs, senior corporate executives, families, endowments, trusts and retirement plans. myCIO now provides financial counseling services to more than 50 current and former Chairman, CEOs and Presidents of Standard & Poors and Fortune 500 companies. For more information, visit www.myciowp.com.
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