One Capital Management was named one of USA Today’s best financial advisory firms of 2023.      

USA Today and the market research firm Statista culled through nearly 15,000 registered investment advisers (RIAs) to identify the top 500 firms.

They focused on RIAs because RIAs “have a fiduciary duty to act in their clients’ best interests at all times” and are licensed to provide financial advice.

The top advisory firms were selected based on the growth of their assets under management over the short and long term as well as recommendations from clients and peers. Read more about Statista’s methodology.

Read more about USA Today’s best advisory firms and get its tips for how to choose a financial advisor here.

Discussions between OCM advisors and subject matter specialists, who are not affiliated with One Capital Management, do not necessarily reflect the views of One Capital Management. The views expressed by the specialists are their own. The information provided is for educational purposes only and does not constitute, or intend to be, investment, legal, accounting, estate planning, or tax advice. The opinions expressed should not be considered as recommendations of an investment strategy. Information and opinions are subject to change without notice. Investment decisions should be made after careful consideration with a qualified professional of individual risk tolerance, investment goals, and overall financial situation. This should not be considered as a solicitation to buy or an offer to sell securities. Investing involves risk. Principal loss is possible. Past performance does not guarantee future results. Advisory services offered through One Capital Management, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission.