Morton Brown Family Wealth has been awarded on the USA Today list of Best Financial Advisory Firms 2024. This prestigious award is presented by USA Today and Statista Inc., the world-leading statistics portal and industry ranking provider. The awards list was announced on April 23, 2024, and can currently be viewed on the USA Today website.
USA Today and Statista selected Best Financial Advisory Firms 2024 based on based on two dimensions: recommendations by clients and peers and a firm’s growth of Assets under Management (AUM). The recommendations were collected via an independent survey sent to over 20,000 individuals. The development of AUM was analyzed both short and long-term based on publicly available data. In the consideration for the top 500 RIA firms, recommendations had a weight of 20% while development of AUM had a weight of 80% (short-term and long-term growth were equally weighted) to derive the final score.
Based on the results of the study, Morton Brown Family Wealth is ecstatic to be recognized again by USA Today on the list of Best Financial Advisory Firms 2024.
“We are truly humbled and grateful for this recognition. Being honored for the second consecutive year is a testament to the dedication and hard work of our team, and we remain committed to serving our clients with excellence,” expressed Kathryn Brown, Co-Founder and Principal of Morton Brown Family Wealth.
“As we reflect on the journey of our firm, this recognition serves as a poignant reminder of the progress we’ve made and the milestones we’ve achieved,” reflected Dennis Morton, Co-Founder and Principal. “Being recognized as one of the 16 Pennsylvania firms is an honor that fuels our determination to continue evolving and delivering meaningful guidance to our clients. We are deeply grateful for this acknowledgment of our growth and dedication.”
Receipt of this award is not indicative of, nor a guarantee of, future investment success. Morton Brown Family Wealth did not pay any compensation to be considered for this recognition. Read more important disclosures.