In their recently released 2025 rankings, Financial Advisor Magazine has ranked Altfest Personal Wealth Management among the largest Registered Investment Advisors (RIAs) in the United States.

This year’s survey of RIA firms across the United States found that investment firms are increasingly analyzing the use of AI tools to improve workflows and prevent advisor burnout. As AI tools continue to advance, Altfest has been exploring its options.  Altfest Marketing Manager, Chris Trum, recently stated that “…so long as the tools improve administrative efficiency without sacrificing quality of service, we will certainly consider them.”

In a recent webinar for Altfest clients, Altfest President, Andrew Altfest pointed out that the rapid adoption of AI tools coupled with immense capital expenditures by major tech firms will likely usher in a new period of global productivity.

The Financial Advisor ranking of Leading Registered Investment Advisors in the US looks at 2024 year-end assets under management of RIAs, publishing a ranked list by AUM. There is no fee to participate.

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