Financial Advisor Magazine Names Petersen Hastings in 2021 RIA Survey & Ranking August 11, 2021
Petersen Hastings, a nationally recognized, fee-only wealth management firm, is pleased to announce that it is once again included in the listing of Financial Advisor (FA) Magazine’s 2021 RIA Ranking. Financial Advisor Magazine annually reports an exclusive list of the nation’s leading independent financial advisory firms based on their total discretionary and nondiscretionary assets reported on their Form ADV. Petersen Hastings is the only firm in Eastern Washington to be recognized in the survey.
“It is an honor for Petersen Hastings to be ranked among the Top RIAs in the country,” said Scott Sarber, CEO. “This accomplishment is the result of an incredible team effort. I am truly humbled by our team’s commitment to our firm and our clients, especially after such a challenging year. Our firm’s success is very much attributed to our clients who place their trust in us every day.”
For the full list, please click here to view the original report.
About Petersen Hastings
Petersen Hastings is an independent, Registered Investment Advisor (RIA) located in Kennewick and Walla Walla, WA. As a primary fiduciary, Petersen Hastings serves committed investors with complex financial needs by utilizing a comprehensive wealth management process that involves investment consulting, advanced estate, tax, trust and retirement planning. Our multigenerational team of experienced and credentialed professionals delivers innovative solutions through the Trusted Financial PathTM to enhance and preserve wealth.