Annual nationwide ranking of leading Registered Investment Advisors
NAPERVILLE, IL, August 09, 2017 /24-7PressRelease/ — Calamos Wealth Management, a full-service wealth advisory firm serving individuals, families and institutions, is among the nation’s top registered investment advisor (RIA) firms by assets under management, according to survey results published this July by Financial Advisor magazine.
Financial Advisor ranks RIA firms based on asset size. Calamos Wealth Management is listed in the magazine’s top grouping, “Asset Category: $1 billion and Over.” The ranking data also highlights Calamos Wealth Management’s double-digit percent growth in assets during the reporting period of 2015-2016.
Among Illinois-based RIAs in the top asset category of $1 billion and up, Calamos Wealth Management achieved the fifth-largest percent increase in assets during the period.
“We are honored to serve our clients as stewards of their financial lives,” said Jim Baka, President of Calamos Wealth Management. “Our team’s dedication to helping clients reach their goals is the driving force behind our growth as a firm.”
To view Financial Advisor magazine’s 2017 Full RIA Ranking, click here.
About Calamos Wealth Management
Calamos Wealth Management LLC provides comprehensive investment and wealth advisory services to individuals, families and institutions including foundations and endowments. Services include investment advisory, comprehensive wealth planning, risk management, and generational wealth transfer, among others needed to meet the needs of its diverse clientele. Calamos Wealth Management headquarters are located in Naperville, Illinois with additional offices in New York and Miami. The firm is a wholly owned subsidiary of Calamos Investments LLC. Learn more at www.calamoswealthmanagement.com.
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