Press Releases
Stoker Ostler Wealth Advisors Nationally Ranked In Top 200 by Wealth Manager Magazine
Investment Firm is Second in Arizona on “Top Dog” List
Scottsdale, Ariz. (July 24, 2007)…Phil Stoker and Creg Ostler, managing partners of Stoker Ostler Wealth Advisors (formerly Private Wealth Management), announced today that the firm has been named to the prestigious list of top wealth management firms in the country. In addition, the firm ranked second among the twelve Arizona firms that made the list.
“We are very pleased to be ranked alongside such prestigious national companies. Thanks to our great clients and business relationships, we have experienced incredible growth in the past few years,” said Ostler, who also serves as the firm’s chief investment officer. “In the last two years alone, we have doubled in size.”
This is the seventh year for Wealth Manager magazine to compile a list of the top registered investment firms in the country. In order to be considered, firms must be registered investment advisors with their own IARD/CRD (Investment Adviser Registration Depository/Central Registration Depository) numbers. Half of each firm’s clients must be individuals or high-net-worth individuals as defined by the SEC. To be considered, firms must also offer financial planning services. Rankings are based solely on the average assets under management for each firm.
Stoker Ostler ranks 189 with average assets under management of just over $1.67M per client. Currently, the firm manages over $780,000,000 in assets. Stoker Ostler is a fee-only wealth management firm that specializes in managing investments and providing financial planning for private individuals and families, small-to-medium sized institutions and non-profit organizations with investment assets of $500,000 or more. Over its decade of service, the firm has grown from the original two founders to a firm of 25 employees with locations in Arizona and Utah.
For more information, visit www.StokerOstler.com.