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Concentus Wealth Advisors has been ranked on Forbes list of America’s Top RIA Firms in 2023

October 10, 2023

Concentus Wealth Advisors was ranked on Forbes‘ 2023 Top RIA Firms list for the state of Pennsylvania.

Check out the full list: Forbes Top RIA Firms 2023 

2023 Forbes America’s Top RIA Firms, developed by Shook Research LLC, is based on the period from 3/31/22 to 3/31/23 and was released on 10/10/23. Neither Concentus Wealth Advisors nor any of its advisors pay a fee in exchange for this award. Please see https://lnkd.in/ercuSYwn for more information. 

By |2024-08-30T14:46:27-04:00October 27th, 2023|award, News|

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Concentus Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Concentus Wealth Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes.

Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Concentus Wealth Advisors unless a client service agreement is in place.

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Additional information about Concentus Wealth Advisors and our investment advisor representatives is also available online at WWW.ADVISERINFO.SEC.GOV or BROKERCHECK.FINRA.ORG. You can view our firm’s information on this website by searching for Concentus Wealth Advisors or by our CRD number 170052.