ATLANTA--(BUSINESS WIRE)--SignatureFD, an award-winning, wealth management and advisory firm that helps clients transform their net worth into NET WORTHWHILE™, announced that it has been named to the Inc. 5000 List of America’s Fastest-Growing Private Companies for the first time in the organization’s history. This most recent award is national recognition of the significant growth SignatureFD has experienced in recent years.
The Inc. 5000 announcement comes on the heels of several award wins this year, including being named on the 2021 Accounting Today’s list of Top RIA firms, ranking #95 on Financial Advisors 2021 Annual RIA Ranking, and being honored as the Best of the Best Small Business Elite Winner in Atlanta.
According to Inc: Not only have the companies on the 2021 Inc. 5000 been very competitive within their markets, but this year’s list also proved especially resilient and flexible given 2020’s unprecedented challenges.
“As a firm, we have always believed in creating an organization that meets the needs of our clients today, tomorrow and beyond,” said Heather Fortner, CEO of SignatureFD. “From flexible meeting experiences to wealth models that help clients achieve more with their wealth, we knew – before COVID changed the world – that clients were demanding more of their wealth management partners. Because of this, SignatureFD not only weathered one of the most challenging years in the world’s recent history, but we grew to have one of our strongest years to date.”
With more than $5.8 billion in assets under management and serving nearly 1500 high-net-worth client families, SignatureFD has been on a steady growth trajectory since opening its doors in 1997. Following the announcement of Fortner as CEO, the organization has had an increased focus on growing its footprint and leadership in the industry.
Continued Fortner: “Our mission is to positively impact the lives of 10,000 families by helping them do more with their wealth. Every day, we inch closer and closer to that goal. It’s truly humbling to have our efforts acknowledged with such prestigious accolades. But, it’s watching our clients achieve life goals that truly fuels our journey.”
Companies on the 2021 Inc. 5000 are ranked according to percentage revenue growth from 2017 to 2020. To qualify, companies must have been founded and generating revenue by March 31, 2017. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2020.
About SignatureFD
At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community. Through integrated wealth management services, we help clients create a wealth blueprint that enables them to Protect, Grow, Give and Live their wealth – ultimately transforming their net worth into NET WORTHWHILE™. SignatureFD has 90+ passionate professionals who manage over $5.85B+. Catering to high-net-worth families, the organization has had a client retention rate of 97% since opening its doors in 1997.*
*Please refer to SignatureFD’s disclosures for client retention calculations https://signaturefd.com/important-disclosures/.
