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To be eligible for the Financial Advisor (“FA”) magazine rankings, firms must be registered investment advisors and provide financial planning and related services to individual clients. Corporate RIA firms and investment advisor representatives (IARs) were not eligible for the survey. The survey is a voluntary submission, and no compensation was paid to participate in the survey. Firms with at least $500 million in assets under management will be included in our national ranking and will be published in the July/August 2024 issue of Financial Advisor magazine. Firms with less than $500 million in assets will be published in an online national ranking on FA's Web site.

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DISCLOSURES

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© 2024 TITLEIST ASSET MANAGEMENT, LLC.

Titleist Asset Management, LLC (“TAM”) is registered with the SEC as an investment adviser. TAM’s affiliate, Titleist Capital, LLC (“Titleist Capital”), is registered with the Securities and Exchange Commission (“SEC”) as a Broker-Dealer and is a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation. TAM does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.

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Titleist Advisor Network is affiliated with Titleist Asset Management, LLC and Titleist Capital, LLC. for advisor recruitment.

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