Posts Tagged ‘Awards’
Petersen Hastings Wealth Advisors Ranked #17 in CNBC’s List of Top 100 Financial Advisory Firms for 2024
Petersen Hastings Wealth Advisors headquartered in Kennewick, Washington is proud to announce our ranking of #17 in the 2024 CNBC Financial Advisor Top 100 list. In assembling this elite list, CNBC analyzes a variety of core data points to determine its list, such as the following: the firm’s number of years in business, compliance record, number of…
Read MorePetersen Hastings Wealth Advisors Recognized in Financial Advisor Magazine’s Top Registered Investment Advisory (RIA) Firms of 2024 List
Petersen Hastings Wealth Advisors is thrilled to announce that we have been recognized on Financial Advisor Magazine’s Top Registered Investment Advisory (RIA) Firms list for the sixth consecutive year. This consistent recognition highlights our steadfast commitment to fiduciary excellence and our dedication to providing our clients with a personalized experience through our unique proprietary discovery process. To…
Read MorePetersen Hastings Wealth Advisors Earns Renowned Certification for Fiduciary Excellence for the 16th Straight Year
After undergoing a thorough and independent assessment of investment management processes, investment strategy implementation, and other fiduciary practices, Petersen Hastings Wealth Advisors today announced formal achievement of Centre for Fiduciary Excellence (CEFEX®) certification from Broadridge. This makes Petersen Hastings part of the elite group of nearly 250 firms from around the world to successfully complete the…
Read MorePetersen Hastings Earns Coveted Spot in Financial Advisor Magazine’s 2023 Top Registered Investment Advisor (RIA) List
Financial Advisor Magazine (FA Magazine) has released its highly anticipated annual Registered Investment Advisory (RIA) Survey and Ranking list, and Petersen Hastings is pleased to announce that we have once again secured a place among the top RIA firms in America. FA Magazine, a leading financial trade publication, annually reports an exclusive list of the nation’s…
Read MoreVoted Tri-Cities Best Financial Planner
Financial Advisor Magazine Names Petersen Hastings in 2022 RIA Survey & Ranking
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 2022 RIA Ranking. Financial Advisor Magazine, a leading financial trade publication, annually reports an exclusive list of the nation’s leading independent financial advisory firms based on their total discretionary and nondiscretionary…
Read MoreFinancial Advisor Magazine Names Petersen Hastings in 2021 RIA Survey & Ranking
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…
Read MorePetersen Hastings Named 2021 InvestmentNews’ Best Places to Work for Financial Advisors Nationwide – Fourth Year Running
Petersen Hastings, a Registered Investment Advisory firm located in Kennewick and Walla Walla, Washington announced today it has been named one of InvestmentNews’ 2021 Best Places to Work for Financial Advisors in the nation. This program is dedicated to identifying and recognizing advisory firms across the United States that empower, encourage, and inspire employees to…
Read MoreFinancial Advisor Magazine Names Petersen Hastings in 2020 RIA Survey & Ranking
Petersen Hastings is pleased to announce that it is once again included in the listing of Financial Advisor Magazine’s Top RIA Ranking with $769 million assets under management at the end of 2019. Financial Advisor Magazine annually reports an exclusive list of the nation’s leading independent financial advisory firms based on their total discretionary and…
Read MorePetersen Hastings Named 2020 InvestmentNews’ Best Places to Work for Financial Advisors Nationwide – Third Year Running
Petersen Hastings, a Registered Investment Advisory firm located in Kennewick, WA, announced today it has been named one of InvestmentNews’ 2020 Best Places to Work for Financial Advisors in the nation for the third consecutive year. This program is dedicated to identifying and recognizing advisory firms across the United States that empower, encourage, and inspire…
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