Petersen 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 leading independent financial advisory firms based on their total discretionary and nondiscretionary assets under management (AUM), as reported to the Securities and Exchange Commission (SEC). Petersen Hastings is the only firm in Eastern Washington to be recognized in the survey.

“It is an honor for Petersen Hastings to be continually 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.  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 a fee-only, Registered Investment Advisory firm located in Kennewick and Walla Walla, WA.  Originating in 1962, Petersen Hastings has continued to provide each client with a team experience through the Trusted Financial Path™ to enhance and preserve wealth.  As a primary fiduciary, Petersen Hastings serves committed investors with complex financial needs by utilizing a comprehensive wealth management process that involves investment management, financial planning, and advanced estate, tax, trust, and retirement planning. 

For additional information, visit www.petersenhastings.com or contact Scott Sarber by calling 509-735-0484 or emailing scotts@petersenhastings.com.