Adams Hall Ranked on CNBC's list of Top 100 Fee-Only Wealth Management Firms
With a focus on meeting client needs first and foremost, the Tulsa-based firm is named sixth on CNBC's 2014 list
TULSA, Okla., May 20, 2014 /PRNewswire/ -- Adams Hall Wealth Advisors, the Tulsa-based wealth advisory firm led by Jana L. Shoulders, has been ranked #6 on CNBC's 2014 list of Top 100 Fee-Only Wealth Management Firms.
The rankings were compiled based on a proprietary formula that incorporates a wide variety of factors, including: assets under management, number of staff with professional designations (Certified Financial Planner™ professionals and Chartered Financial Analysts), experience working with third-party professionals such as attorneys and CPAs, average account size, growth of assets, years in business, number of clients, ability to provide advice on insurance solutions, etc.
According to Jana L. Shoulders, founder and chief executive officer of Adams Hall, "We place special pride in our independence and unbiased allegiance to clients, so we are especially honored to be recognized in this area. We deeply value the trust our clients have placed in us and continue to work diligently to help them meet their wealth goals. The quality of our people – both our clients and our team – continues to be our greatest asset, and for that I am immensely grateful."
Founded in 1997, Adams Hall Wealth Advisors is comprised of 16 professionals managing more than $2.2 billion in assets. Since its inception, the firm has remained focused on providing a wide range of innovative, custom solutions to help clients achieve their personal financial goals. In 2012, Adams Hall joined the Mariner Wealth Advisors family of companies. Mariner provides additional support and resources to Adams Hall's professionals – allowing the team to focus on meeting client needs.
"Congratulations to the Adams Hall team on being recognized as a top wealth management firm by CNBC," said Martin C. Bicknell, chief executive officer of Mariner Wealth Advisors. "This is a great honor, and illustrates what I already know – that the Adams Hall team consistently remains focused on helping clients achieve their personal goals first and foremost."
About Adams Hall Wealth Advisors
Adams Hall Wealth Advisors was founded by industry veterans with a vision of providing innovative, custom solutions clients can trust. Adams Hall's experienced professionals offer a wide range of planning services with a focus on building strong, secure client-advisor relationships. The firm's disciplined investing and comprehensive wealth management services include:
- Financial planning
- Investment advisory services
- Multi-generational wealth planning
- Risk management
- Philanthropy
- Executive compensation planning
- Business succession planning
- Family office services
- Retirement plan advisory services
Visit www.adamshall.com
About Mariner Wealth Advisors
Mariner Wealth Advisors is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. Mariner's expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders.
Visit www.marinerwealthadvisors.com
SOURCE Adams Hall Wealth Advisors
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