from National Wealth Management Publication
New York – Wealth Solutions Report (WSR), a prestigious B2B digital publication that features insights, analysis and news shaping the future of wealth management, has named privately held, North Little Rock-based Sowell Management as one of the nation’s best fee-based Registered Investment Advisors (RIAs).
WSR’s mission is to deliver original and exclusive content from wealth management thought leaders to wealth management industry professionals. This was the second-annual, invitation-only WSR Wealth Exemplar Awards, and Sowell Management was recognized as one of the top three SEC-registered RIA firms in the country.
Larry Roth, CEO of Wealth Solutions Report, said the winners were selected by a dedicated team of seasoned editorial and research analyst professionals who “poured a tremendous amount of thought and deliberation into the selection process,” he said. The winners, he added, were all “outstanding firms that have demonstrated achievement and contributed greatly to the wealth management industry.”
The highly selective award program honors enterprises and executives who have contributed to the wealth management industry on an exemplary basis and recognizes significant transactions that reflect and shape industry-wide trends.
Sowell Management provides solutions for financial advisors through both Independent Advisor Representatives (IAR) and RIA affiliation models. Their services include transition support, operations management, marketing, asset management, technology, compliance, M&A and succession planning.
Company Founder and CEO Bill Sowell said the recognition was an exciting start to the year, and credited the advisors who utilize Sowell Management’s services and platforms for the recognition. “Our advisors align with our vision of strategic growth and genuine partnership, and we credit them with much of the company’s success,” he said.
Cindy Sowell, Sowell Management’s executive vice president, said the award would not have been possible without its quality employees. “Our people are dedicated to their jobs and the vision of our firm. They are growth-minded, forward-thinking and want to take our industry, as a whole, to the next level. That’s the kind of company we have been since the beginning,” she said.
Cindy Sowell said the recognition helps to build pride within the Sowell Management team while fueling it to do even more. “We are so proud of everything we have accomplished, and we’re equally excited about all that’s yet to come,” she said.