AWARDS

JOSEPH P. LUCIA AND ASSOCIATES, LLC HAS BEEN RECOGNIZED BY USA TODAY AS ONE OF THE BEST FINANCIAL ADVISORY FIRMS IN 2024!

Joseph P. Lucia and Associates, LLC, a leading provider of wealth management and personalized financial planning strategies is proud to announce that it has been named one of USA TODAY'S Best Financial Advisory Firms of 2024.

USA TODAY and Statista have ranked the top 500 RIAs based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients, peers and industry experts.

Joseph P Lucia and Associates, LLC ranks:

  • #1 on the Best Financial Advisory Firms 2024 in Westchester County, NY Rankings by AUM: Up to $500 million and:
  • 18th on the Best Financial Advisory Firms 2024 in NY Rankings by AUM: Up to $500 million and:
  • 124th on the Best Financial Advisory Firms 2024 Overall Rankings by AUM: Up to $500 million:


According to the report, there were 32,600 RIA firms at the end of 2022 that managed about $115 trillion in assets and, only 500 firms made the list. This prestigious ranking is a testament to our commitment to providing exceptional financial guidance and personalized service to our clients across the country.

According to USA TODAY's recent coverage, the landscape of financial advisory services is evolving, underscoring the importance of partnering with a trusted registered investment adviser (RIA) that prioritizes the client's best interests through a fiduciary duty. We here at Joseph P. Lucia and Associates, LLC are dedicated to offering strategic, fee-based advice ensuring that recommendations are made with the client's long-term financial success in mind, free from any conflicts of interest.

Joseph P. Lucia and Associates, LLC is humbled and honored to be recognized by USA TODAY and Statista for their prestigious ranking as one of the top financial advisory firms. This accolade is a direct reflection of our team's hard work and dedication to the financial wellbeing of our clients.

USA TODAY’S Best Financial Advisory Firms 2024 (Received April 2024)