CNBC, Financial Times and Forbes Name Balasa Dinverno Foltz LLC Among the Top RIAs and Wealth Managers

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Balasa Dinverno Foltz LLC, a fee-only, independent private wealth management firm, is pleased to announce that it was ranked among Financial Times 300 Top RIAs and again ranked in the Top 100 Wealth Managers by Forbes and CNBC, for the second consecutive year.

“We are honored to be recognized by so many well-known institutions for our team's success,” said Armond A. Dinverno, Co-Founder and President. “The trust of our clients and the contributions of our amazing team make this all possible.”

Balasa Dinverno Foltz LLC, a fee-only, independent private wealth management firm, is pleased to announce that it was ranked among Financial Times 300 Top RIAs and again ranked in the Top 100 Wealth Managers by Forbes and CNBC, for the second consecutive year.

“We are honored to be recognized by so many well-known institutions for our team's success,” said Armond A. Dinverno, Co-Founder and President. “The trust of our clients and the contributions of our amazing team make this all possible.”

The Forbes and CNBC Top 100 Fee-Only Wealth Management Company ranking is based on a proprietary ranking methodology. Forbes, a leading media and publishing company, is a trusted resource for the world's business and investment leaders, providing them the uncompromising commentary, concise analysis, relevant tools and real-time reporting they need to succeed. CNBC is a recognized world leader in business news and provides real-time financial market coverage and business information.

The Financial Times 300 Top RIAs, ranks firms form across the US in a collaboration with Money-Media. With more than 2,000 applicants, from RIA firms with $300 Million or more in assets, they graded firms on 6 broad factors. These factors included, AUM, AUM growth, years the firm has been in existence, industry certifications of staff, SEC compliance record, and online accessibility.

About Balasa Dinverno Foltz LLC

Balasa Dinverno Foltz LLC (BDF) is a fee-only, independent private wealth management firm, with offices in Chicago and Itasca, IL. BDF manages over $3 billion in assets for business owners, women, individuals and families, and institutions. With dedicated service teams for business owners and women, our expansive team of wealth managers and specialized experts provide a unique ability to navigate complexities ranging from succession planning to successfully guiding women through life’s major transitions. BDF maintains a 98% client retention rate and is ranked as a “Best Places to Work” in Illinois by Daily Herald Business Ledger.

For more information and disclosures about Balasa Dinverno Foltz LLC and to stay connected with us, please visit bdfllc.com or follow us on LinkedIn.

Rankings or recognition by unaffiliated rating services should not be construed as a guarantee that a certain level of results will be achieved if Balasa Dinverno Foltz LLC (BDF) is engaged or as an endorsement of BDF by any of its clients. Rankings by third parties are generally based exclusively on information prepared or developed by the recognized adviser.

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