Kovitz Recognized Among Top RIA Firms by Financial Advisor Magazine 

CHICAGO, IL, July 24, 2024 - Kovitz Investment Group Partners, LLC (“Kovitz”), proudly announces its inclusion in Financial Advisor magazine’s prestigious lists of top Registered Investment Advisor (RIA) firms. Kovitz secured the #45 spot out of 431 firms in the overall rankings and made a remarkable debut at #13 on the list of the 50 Fastest Growing RIAs for 2024. 

Key Achievements: 

• Ranked #45 out of 431 on Financial Advisor magazine’s 2024 Top RIA list. 
• Debuted at #13 on the Top 50 Fastest Growing RIAs list. 
• Achieved significant growth through strategic acquisitions. 

Financial Advisor magazine’s annual survey ranks firms based on year-end assets under management (AUM) reported by the firms for the year 2023. The Top 50 Fastest Growing RIAs list was compiled by comparing year-end AUM to the previous year-end AUM, highlighting firms with substantial growth. Only firms with AUM exceeding $500 million were considered for this list, and Kovitz's exceptional growth trajectory has earned it a well-deserved place among industry leaders. 

“We are honored to be recognized by Financial Advisor magazine as one of the top RIA firms and one of the fastest growing,” said Mitchell Kovitz, Founder & CEO of Kovitz. “These accolades reflect our dedication to delivering exceptional value to our clients. Our recent acquisitions have strengthened our position in the industry, and we are excited about the opportunities they will create for our clients in the years ahead.” 

Since March 2024, Kovitz has strategically acquired five firms, with a sixth scheduled to close this quarter. These acquisitions enhance its market presence and expand client service offerings. The acquisitions include Telemus, Strategic Wealth Partners, IFAM, NorthCoast, and TMD Wealth. On July 1st, it was announced that Relative Value Partners Group has also agreed to join Kovitz.  

About Kovitz 

Kovitz Investment Group Partners, LLC is an independently managed investment adviser headquartered in Chicago, IL. It provides investment and wealth management solutions to high-net-worth individuals, institutions, and private funds. Kovitz has been part of Focus Financial Partners since 2016. For more information about Kovitz, please visit www.kovitz.com. For Media Inquiries or further information, please contact: Marketing@Kovitz.com. 

Financial Advisor Magazine’s RIA Ranking (2024) 

Financial Advisor Magazine’s Fastest-Growing Firms (2024) 

Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Kovitz Investment Group Partners, LLC (“Kovitz”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Kovitz Investment Group Partners or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. 

FA’s RIA survey is a ranking based on assets under management at year end 2023 of independent RIA firms that file their own ADV with the SEC. Kovitz’s AUM as of 3/24 as reported on latest ADV Form. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA's survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2023 to be included in the print edition of Financial Advisor magazine’s 2024 RIA survey. Firms with under $500 million will be included the FA’s expanded online RIA survey. Kovitz did not pay a fee to participate or to market this award.