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Quotient Wealth Partners Listed on Financial Advisor Magazine’s 2026 RIA Survey and Rankings

Quotient Wealth Partners Recognized by FA Magazine

Quotient Wealth Partners is honored to be recognized on Financial Advisor Magazine's 2026 RIA Survey and Ranking. Quotient was ranked #143 for firms with 1 Billion and Over in assets,

This recognition reflects Quotient’s ongoing commitment to providing thoughtful, personalized financial guidance and helping clients pursue their long-term financial goals.

We are grateful to the clients who have placed their trust in our team. Their confidence allows us to continue delivering comprehensive wealth management, retirement planning, and investment guidance with a long-term, client-focused approach.

About the Research Process

The ranking was developed by Financial Advisor, and the data was as of 12/31/2025. FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA’s survey by our deadline. FA Magazine does their best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients.

This award is not indicative of an investment adviser's future performance or experience and may not be representative of any one client's experience.

For additional information about the ranking methodology and selection process, visit FA Magazine.

About Financial Advisor Magazine

Financial Advisor Magazine (FA Magazine) is a monthly publication serving financial planners, registered investment advisors, and independent broker-dealers. It provides market insights, sophisticated planning and investment strategies, and practice management guidance aimed at helping advisors better serve affluent clients and grow their firms. The publication reports a controlled circulation of 80,000 and describes its audience as experienced, top-producing advisors. It is published by Charter Financial Publishing Network, which also produces related newsletters and industry conferences.

About Quotient Wealth Partners

Quotient Wealth Partners is an independent wealth management firm with over 150 years of combined experience, managing more than $4.5B in assets for over 2,000 clients nationwide. 

This recognition is one measure of our work. But the relationships we build—and the goals we help our clients reach—remain the truest reflection of our commitment. 

To view additional Quotient Wealth Partners awards and recognitions, visit our disclosure page. 

For more information, visit www.quotientwealth.com or contact us at news@quotientwealth.com. 

Important Disclosure

Third-party awards, rankings, and recognitions are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor by any client or prospective client, nor are they representative of any one client's experience, because the rating reflects an average of all, or a sample of all, of the experiences of the adviser's clients. Registration as an investment adviser does not imply a certain level of skill or training. Quotient Wealth Partners did not pay to participate in any award or survey. This content is for informational purposes only. Opinions expressed herein are subject to change without notice. Quotient has exercised all reasonable professional care in preparing this information. Some information may have been obtained from third-party sources we believe to be reliable; however, Quotient has not independently verified the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. An investor should consult with their financial professional before making any investment decisions. For additional information about industry awards and rankings, please see Important Disclosures.