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Walking vs. running: Ascend Advisory hits the $2B assets under management mark


Tony Reilly, Ascend Advisory, Dublin Bridge Park
Tony Reilly, Ascend Advisory, Dublin Bridge Park

Monday, May 27, 2024

DUBLIN, OHIO – Ascend Advisory Group is proud to announce that it has hit the $2B assets under management mark (as of 3/28/24).

 

CEO Tony Reilly remarked, “From our early days our intentions were to serve families through investment planning. And if we did that we knew our assets would grow. To think we’ve just crossed such a remarkable number is amazing.”

 

He went on to say, “When we first started Ascend with $27M in assets under management in 2001, we knew our two primary drivers were to serve our clients and grow the talent at the firm. I’m excited to see us cross the $2B mark (as of 3/28/24) and I’m equally excited to know that the talent at the firm continues to grow with 30+ professional serving clients in 44 states.”

 

The company recently moved to larger headquarters in Dublin Bridge Park, Dublin, Ohio. And with the continued growth, they have increased their staff three times since 2001, to ensure that they can be diligent with their client follow through.

 

Reilly commented, “What started with three advisors has evolved and grown through the careful selection of individuals who share that same family-centered approach. Though our company has grown, we remain steadfast and true to our mission.” 

 

About Ascend Advisory Group

Ascend Advisory Group (Ascend), headquartered in Dublin, Ohio is a leading financial advisory with clients in 44 states and $2B assets under management (as of 3/28/24), starting with $27M in 2001.

 

Ascend was built upon the belief that planning should be about stewardship. The company is rooted in service, with a commitment to humbleness and honesty. While the company has grown tremendously, the culture remains steadfast and true to the mission of helping clients ask the right questions and understand the nuances of their options. Ascend works to ensure the mission for each client’s dollar is achieved.

 

Ascend has been recognized on Forbes 2024 Best-In-State Wealth Management Teams for the State of Ohio(1).


(1) 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2023;


Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).


The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


Media: Samantha Mooney, Marketing Director, Main: 614-784-6000, Samantha.mooney@wfafinet.com

 

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