Buckingham Strategic Wealth

Buckingham Strategic Wealth

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8182 Maryland Avenue Suite 500

St Louis, MO 63105

314-725-0455

buckingham-asset-management.com

No. advisers: 448

AUM: $14,907,772,949

Asset Breakdown

Staff
Employees 448
Clients
High-net-worth individuals 26-50%
Financial planning clients 51-100
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $13,851,296,825 25,929 $534,201
Non-discretionary 1056476124 1,529 $690,959
Total $14,907,772,949 27,458 $542,930

RIA with $15 billion in AUM appoints first female president

June 10, 2019 - Wendy Hartman has become the latest example of women making inroads into the C-suites of the financial services industry with her promotion to president of Buckingham Strategic Wealth, an RIA with $15 billion in assets. Ms. Hartman, 44, stepped into the...

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Merger of CFO4Life and Vogel creates $1.2 billion firm

May 7, 2018 - Vogel Financial Advisors, a hybrid wealth management firm managing $425 million in Richardson, Texas, has merged with CFO4Life, which manages $750 million in nearby Coppell, Texas, near Dallas. Mike Busch, the principal of Vogel, will join CFO4Life as...

Buckingham acquires WealthQuest

March 6, 2018 - St. Louis-based Buckingham Strategic Wealth has acquired WealthQuest Financial Services of Norfolk, Va., a registered investment adviser managing approximately $600 million in assets. Last month, Buckingham, which manages or administers more than $12.6...

Most advisers' cybersecurity training insufficient

February 7, 2017 - Financial advisers should be spending about three times as much time training their staff each year on how to protect the firm and client data from cybersecurity dangers, experts said. About two-thirds of financial advisers spend two hours or less annually...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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