Level FA Named Top 500 Firm in U.S

Financial Advisor Magazine’s annual ranking of large independent investment advisors ranked Level Financial Advisors 401 out of 612 firms nationally.

Advisory firms were ranked by their year-end 2015 assets under management, as reported on annual Form ADV to the Securities and Exchange Commission.

Level’s assets totaled $261 million at the end of last year, the magazine said. The average Level client had $510,000 in assets under management.

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Level Financial Advisors