Verum Partners has been recognized in Wealth Management’s 2026 RIA Edge 100, an annual list highlighting registered investment advisory firms demonstrating strategic, sustainable growth while maintaining strong client service commitments.

For Verum, the recognition reflects our long-term dedication to building an enduring, independent, fee-only advisory firm grounded in thoughtful planning, collaborative advice, and lasting client relationships. It also aligns with the firm’s continued investment in people, operational infrastructure, and a team-based model designed to serve clients with consistency across generations.

ABOUT THE RIA EDGE 100

The RIA Edge 100 was developed by Wealth Management in partnership with the WMIQ research team and ISS MI using data from the Discovery Data MarketPro platform. The objective of the list is to identify RIAs demonstrating intentional, strategic growth rather than firms benefiting passively from favorable market conditions.

Firms cannot apply for inclusion, and placement is not influenced by business relationships or media exposure.

To be considered, firms must be SEC-registered investment advisers specializing in financial planning, serving predominantly high-net-worth clients, and managing at least $500 million in assets.

Firms were evaluated using equally weighted metrics that included:

• Five-year AUM growth
• Ratio of employees to clients
• AUM per adviser
• Percentage of employees holding CFP® certification

These factors are intended to capture both operational capacity and sustained client-focused growth.

VERUM PARTNERS’ GROWTH METRICS

Verum’s inclusion reflects sustained expansion across several key dimensions of the firm and is based on data captured at the time of analysis including:

• 33% five-year AUM compound annual growth rate
• 32% five-year client CAGR
• 21% five-year employee CAGR

Across the RIA Edge 100, the average firm reported approximately $3 billion in discretionary AUM and a 16% five-year discretionary AUM growth rate, illustrating the scale and growth characteristics of firms identified in the analysis.

LOOKING AHEAD

Verum continues to invest in advisory talent, operational infrastructure, and integrated planning capabilities in order to serve clients with increasing complexity across generations. Recognition in the RIA Edge 100 reflects this long-term focus on building a durable advisory platform while maintaining the firm’s commitment to transparent, independent advice.

Read more about the RIA Edge 100 and view the full list of firms here.

Verum Partners was recognized as part of the Wealth Management RIA Edge 100 for 2026. The list was developed by the WMIQ research team in partnership with ISS MI using data from the Discovery Data MarketPro platform. Firms were identified as SEC-registered investment advisers specializing in financial planning, serving predominantly high-net-worth clients, and managing at least $500 million in assets. Evaluation metrics included five-year AUM growth, the ratio of employees to clients, AUM per adviser, and the percentage of employees holding CFP® certification. Firms cannot apply for the list, and placement is not influenced by business relationships or media exposure.

This information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status, or investment horizon. You should consult your attorney or tax advisor. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.

All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.