FA Magazine | 43rd Fastest-Growing Investment Advisory Group

July 14, 2023

We are honored to be ranked the 43rd fastest-growing Investment Advisory Group in the country by Financial Advisor Magazine. We would like to extend gratitude to our clients for their trust and confidence, and to our team for their continuous commitment to improving the client experience.

Disclosure: Financial Advisor Magazine gave this ranking in their July/August 2023 issue for the 2022 calendar year. Schechter did not pay to Financial Advisor Magazine any compensation to obtain or use this ranking.

Securities for Schechter are offered through Kingswood, member FINRA / SIPC. Schechter and Kingswood are affiliated but do not share common ownership.

Advisory Services are offered through Schechter Investment Advisors, LLC (SIA), dba Schechter Investments, a registered investment advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser. Schechter, SIA, and SPC are affiliated and share common ownership. Certain principals of Schechter, SIA, and SPC are also registered representatives of, and sell security products for compensation through Kingswood. Kingswood is otherwise unaffiliated with Schechter, SIA, and SPC.

View: Schechter Investment Advisors Form CRS