Important Disclosure Information

Awards

  • America's top RIA's

  • Centre for Fiduciary Excellence

  • RIA Survey & Ranking

America's top RIA's

Disclosure: "The above-mentioned award was given July 2023 based on the time period of 2022-2023. It was provided by Financial Advisor Magazine. Arista Wealth Management has a reasonable belief that the process to obtain the award was fair and balanced. Clients and prospects should be aware there was no direct or indirect compensation given by Arista for the award. The America's Top RIA award is no guarantee of future investment outcomes. It does not ensure that a client or prospective client will experience higher performance or results."


America's Top RIA award was given based on AUM growth for 2022. They reached out to us based on our growth for 2022 via our AUM.

Centre For Fiduciary Excellence

Disclosure: "The above-mentioned certification was earned in December 2017 and is still active as of 2024. It was provided by Centre for Fiduciary Excellence. Arista Wealth Management has a reasonable belief that the process to obtain the certification was fair and balanced. Clients and prospects should be aware there was no direct or indirect compensation given by Arista for the award, Arista does use the software, however, that is not a determining factor in receiving the certification. The Centre for Fiduciary Excellence Certification is no guarantee of future investment outcomes. It does not ensure that a client or prospective client will experience higher performance or results."


Centre For Fiduciary Excellence Certification was obtained, by Arista. In order to get the certification, Arista is required to act in the investor's best interests, agree to annual audits conducted by independent agencies, and ensure we operate to those standards. Annually we voluntarily submit our business practices to the annual assessment conducted by CEFEX. It includes document review, client file sampling, and interviews with senior representatives.

RIA Survey & Ranking

Disclosure: "The above-mentioned award was given in July 2018 based on the time period of 2018-2019. It was provided by RIA Survey & Ranking. Arista Wealth Management has a reasonable belief that the process to obtain the award was fair and balanced. Clients and prospects should be aware there was no direct or indirect compensation given by Arista for the award. The RIA Survey & Ranking award is no guarantee of future investment outcomes and does not ensure that a client or prospective client will experience a higher level of performance or results."


RIA Survey and Ranking award is based on assets under management at year-end. Due to our growth, we got the award.