July 16, 2021, San Diego, CA – HoyleCohen LLC, a wealth management firm based in California is pleased to announce it has been named 34th fastest growing registered investment advisory firm in the U.S. in the 2021 edition of Financial Advisor Magazine’s 2021 Top 50 Fastest Growing RIAs with more than $500 Million in assets under management (AUM). HoyleCohen has grown to managing over 2.7 billion in AUM in December 2020, a 42% increase from 2019.
This growth was partially fueled by a merger with Stellar Capital Management out of Phoenix AZ and the ability of the crew to pivot successfully to a total remote working environment in 2020, allowing them to service clients anywhere, anytime, even more efficiently. “This is an honor but growth, per se, is never our primary objective,” according to Mark Delfino, HoyleCohen CEO. “Our growth continues to be fueled by the value we add to our clients, our passion for customized client service, and our ability to attract high-caliber, like-minded professionals to the firm.” HoyleCohen was also named as one of the Best Places to Work for Financial Advisors by Investment News and by the San Diego Business Journal as one of the Top Wealth Management Firms in San Diego and Best Places to Work in San Diego earlier this year.
About HoyleCohen LLC:
HoyleCohen is a San Diego-based wealth management firm that now operates an office in Phoenix, AZ. HoyleCohen offers financial planning, estate planning and investment services. Founded in 2001 with two decades of prior history, HoyleCohen helps its clients make the decisions that will guide them toward achieving their life goals, while sustaining their wealth across generations. HoyleCohen helps its clients by building trusted long‐term relationships, designing and implementing wealth solutions, and providing objective advice without hidden agendas.
About Financial Advisor:
Financial Advisor Magazine is a monthly publication geared toward independent broker-dealer-affiliated registered investment advisors (RIAs).
RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then ranked on multiple factors, including:
- Assets under management (AUM)
- AUM growth rate
- Assets per client
- % of growth in assets per client
- % of change in number of clients
There are no fees or other considerations required of RIAs that apply for the ranking.
Disclosure: Financial Advisor Magazine recognizes HoyleCohen LLC as a 2021Financial Advisor Magazine “Top 50 Fastest-Growing Firms with More than $2.7 Billion in AUM” and in its “Top 2021 RIA Ranking.” These ranking were based upon an independent analysis of multiple criteria of the Firm. For specific details about the Financial Advisor Magazine’s methodology for this recognition, please refer to the methodology and criteria below. HoyleCohen did not pay or provide any compensation in connection with the rankings. The rankings should not be construed as an endorsement of the firm’s advisory services. Third party rankings and recognition from rating services are no guarantee of future investment success.
Methodology and Criteria: Financial Advisor Magazine’s “2021 RIA Ranking” and “Top 50 Fastest-Growing Firms with More than $500 Million in AUM” is an independent listing produced annually by Financial Advisor Magazine (July 2021). The rankings are based on data gathered from RIA firms, regulatory disclosures, and the magazine’s research. These rankings do not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to Financial Advisor Magazine in exchange for inclusion in the rankings.
