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Core Capital Ranked 4th in Texas by USA Today 2024

Core Capital Ranked 4th in Texas by USA Today 2024Lou Pelz2024-08-07T19:48:52-05:00

USA Today 2024 Best Financial Advisory Firms

Core Capital Management & Research has been ranked 4th in Texas by USA Today in the 2024 Best Financial Advisory Firms with Assets Under Management (“AUM”) between $1B and $5B.  The ranking, conducted by USA Today partnering with the market research firm Statista, lists the top 500 Registered Investment Advisory Firms (“RIA Firms”) based based on the growth of the companies’ assets under management over the short and long term and the number of recommendations they received from clients and peers.  Core Capital Management & Research did not pay a fee to be included in this ranking.

About USA Today’s Best Financial Adivsory Firm List:  The USA Today Best Financial Advisory Firm List was published in April 2024 and ranks the top 500 firms from the more than 32,600 Registered Investment Advisory Firms across the United States.   The ranking is built on a robust evaluation framework centered around two key dimensions: recommendations by financial advisors, clients, and industry experts and a firm’s development of assets under management.

The USA Today published the list and grouped it into location and size of firm so readers can compare firms in similar size classes.

See the list here:

Disclaimer: Neither rankings nor 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 the Company is engaged, or continues to be engaged, to provide investment advisory services.

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