Morton Brown Family Wealth has been awarded on the USA Today list of Best Financial Advisory Firms 2023. This prestigious award is presented by USA Today and Statista Inc., the world-leading statistics portal and industry ranking provider. The awards list was announced on April 26th, 2023, and can currently be viewed on the USA Today website.
USA Today and Statista selected Best Financial Advisory Firms 2023 based on based on two dimensions: recommendations by clients and peers and a firm’s growth of Assets under Management (AUM). The recommendations were collected via an independent survey sent to over 20,000 individuals. The development of AUM was analyzed both short and long term based on publicly available data. In the consideration for the top 500 RIA firms, recommendations had a weight of 20% while development of AUM had a weight of 80% (short-term and long-term growth were equally weighted) to derive the final score.
Based on the results of the study, Morton Brown Family Wealth is ecstatic to be recognized on the USA Today list of Best Financial Advisory Firms 2023.
“This recognition is extremely exciting, especially as the announcement came days away from celebrating our fifth anniversary,” shared Kathryn Brown, Co-Founder and Principal of Morton Brown Family Wealth.
“As one of only 14 Pennsylvania firms listed, we are honored to be recognized,” stated Dennis Morton, Co-Founder and Principal. “We feel encouraged and invigorated by the growth we have experienced over the past five years, and we feel this is a testament to our commitment to outstanding client service.”
Receipt of this award is not indicative of, nor a guarantee of, future investment success. Read more important disclosures.