Pallas Capital Ranked Among Forbes Top RIAs of 2022

BRAINTREE, Mass., Oct. 31, 2022 /PRNewswire/ — Pallas Capital Advisors, LLC (“Pallas Capital”) is pleased to announce they have been named by Forbes as one of America’s Top RIA Firms. The leading independent financial planning and investments advisory firm earned recognition by Forbes based on industry experience, client retention, assets under management and revenue trends, and compliance records, among other criteria.

“This ranking demonstrates the edge that Pallas Capital has built in providing comprehensive financial planning and wealth management services to HNW and UHNW clients,” Richard Mullen, CEO & Founding Partner stated. “Just last month we earned the #1 ranking in Advisor Hub’s inaugural Advisors to Watch list, based on our growth, professionalism, and level of service. As a team, we are humbled to see our culture and collaboration attract these accolades.”

“Registered investment advisory (RIA) firms remain one of the fastest growing segments in the wealth management business, precisely because they are committed to working in a client’s best interest,” according to Forbes. Per Mullen, “Pallas’s growth, in particular, has been fueled by a dynamic platform that supports advisors with deep technical planning, in-house portfolio management, capital markets expertise, and marketing firepower. Our goal is to enhance outcomes for clients by allowing advisors access to a compelling roster of investment strategies including a broad range of alternatives.”

To learn what’s different about being an advisor at Pallas Capital, please visit: https://pallascapital.wpengine.com/for-advisors/

Important Disclosures

Advisory services offered through Pallas Capital Advisors, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where Pallas Capital Advisors and its representatives are properly licensed or exempt from licensure.

Media Contact & Interview Requests:
Taylor McCormack
Marketing & Communications Associate
781-971-5052
taylor@pallascapitaladvisors.com

SOURCE Pallas Capital Advisors

Braintree, MA

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Advisory services are only offered to clients or prospective clients where Pallas Capital Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pallas Capital Advisors unless a client service agreement is in place.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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