— Named the No. 25Th Advisor in Washington —
KENNEWICK, WA — March 2023 – Matt Riesenweber, an independent wealth advisor in Kennewick, WA, has been recognized by Barron’s as one of the 2023 Top 1,200 Financial Advisors in America. Riesenweber, CEO and Wealth Advisor of Cornerstone Wealth Strategies was recognized as the 25th advisor in Washington.
The annual list highlights outstanding financial advisors from all 50 states based on data provided by approximately 6,000 financial professionals, according to Barron’s. Advisors are assessed based on varying factors contributing to the quality of their practice*, including revenue produced for the firm, regulatory record, and philanthropic work. The full report, which names the top advisors by state, can be viewed here.
“On behalf of LPL, I couldn’t be more honored to congratulate Matt for this distinguished industry recognition from Baron’s,” said Julian Lopez, LPL executive vice president, Independent Advisor Services. “With more than 20 years in the financial service industry, Matt has become a leader in providing a high-quality experience for clients. This recognition demonstrates Matt’s and his team’s extraordinary work and ongoing commitment to helping their clients reach their financial goals.”
Riesenweber is based in Tri-Cities, Washington area and offers a full range of financial services, including retirement and financial planning, and money management. This recognition represents the efforts of Matt Riesenweber, Matt Wiser, Beau Ruff, Joel Ockey, Cameron Burch, Tyler Scott, the entire Cornerstone team and, most importantly, the remarkable relationships and results they strive to achieve with their clients.
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About Cornerstone Wealth Strategies
Cornerstone Wealth Strategies is an independent, full-service financial planning firm committed to providing custom strategies designed to work towards financial independence to individuals, families, nonprofit organizations, and business owners. As independent representatives of LPL Financial, the team at Cornerstone Wealth Strategies provides customized fee-based advice and services including hands-on financial planning, proactive investment management, individual and business retirement consulting, estate planning, and insurance. Our thirteen-member firm works as a team in helping individuals in Southeastern Washington work towards their financial goals.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve**, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 500 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
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*Barron’s Top 1,200 Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report). No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2022). Among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth from Financial Institutions; No. 1 in Market Share of AUM from Financial Institutions; No. 1 in Market Share of Revenue from Financial Institutions; No. 1 in Financial Institution Market Share; No. 1 in Share of Advisors (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021.
LPL Financial and its affiliated companies provide financial services only from the United States.
Securities and advisory services offered through LPL Financial LLC, an SEC-registered broker-dealer and investment advisor. Member FINRA/ SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
LPL Financial, Barron’s, and Cornerstone Wealth Strategies are all separate entities.
