Survey Names Advocacy Wealth Management as Fourth Fastest Growing RIA

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Financial Advisor (FA) Magazine's 2013 RIA Survey sees AWM named as one of the fastest-growing RIAs in the country.

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This recognition is result of a team effort by the exceptional people in our organization.

Forge Consulting’s Advocacy Wealth Management (AWM) ranked fourth in the nation in Financial Advisor (FA) Magazine’s list of the fastest-growing growing firms in the 2013 RIA Survey and Ranking issue published in July.

Advocacy Wealth Management, an SEC-registered investment advisory firm, was founded by Forge Consulting in 2007 as a targeted solution for the unique cash flow and investment concerns of plaintiffs and their legal counsel. AWM was established to work nationally with estate planning, elder law and trial attorneys, trustees, settlement planners, business owners, law firms, plaintiffs, and individuals who need more than just basic planning.

The resounding success of AWM led to the creation Advocacy Trust Solutions, which manages a national network of vetted corporate and private fiduciaries including pooled trusts to serve all settlement planning trust areas.

AWM Managing Partner, Victor Wilkerson: “This recognition is result of a team effort by the exceptional people in our organization. We did not achieve this result through any merger or acquisition but through a dedication to our clients and meeting their needs one client at a time.” To learn more about Advocacy and its services, please visit http://www.advocacywealth.com.

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Steve Komrska