Founded in 2019, Transcend is an independent registered investment advisor (RIA) offering wealth management services, public and private investments, strategic advisory services, and access to banking, lending, and family office solutions. Transcend is an employee-owned firm and manages approximately $2.4 billion of assets and serves families, business owners, executives, retirees, and entrepreneurs across the United States. Leveraging the unique network of its experienced management team, with over 100 years of professional investment management experience, Transcend provides clients with access to investment opportunities not typically available to individual investors. Furthermore, management has 80 years of perspective as clients at other firms. The company was recently ranked #31 in the United States in Forbes’ inaugural “America’s Top RIA Firms” list. In July 2022, Transcend was named in Citywire RIA’s “50 Growers Across America,” an industry report recognizing the fastest-growing RIAs in the country. For more information on Transcend, please visit transcendcapital.com.

The Forbes “America’s Top RIA Firms” list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank firms. Firms elect to participate but do not pay to be included in the ranking. To learn more about the methodology, click here.

CityWire RIA identifies and selects the fastest growing RIAs in each state by analyzing Form ADV data reported to the U.S. Securities and Exchange Commission (“SEC”) at the time of publication. Data for this publication is gathered by Discovery Data. No compensation was paid in exchange for inclusion in the “50 Growers Across America.” To learn more about CityWire’s methodology, click here.