Denver, March 30, 2021—First Ascent Asset Management, the industry’s only flat-fee TAMP, was ranked by advisors as the #1 TAMP and the #1 Online Portfolio Management Tool for the second year in a row in the recently released T3/Inside Information Advisor Software Survey.
First Ascent also announced that it passed $1 billion in AUM/AUA. Those assets are spread among its direct-to-advisor business, its platform business, its retirement plan business, and its outsourced chief investment officer business.
“We are so grateful to the advisors who gave us the best user ratings in both the TAMP and Online Portfolio Management categories. We were thrilled to receive that honor last year, but to receive it two years running is beyond gratifying,” said Scott MacKillop, First Ascent’s CEO. “We’ve worked very hard to pioneer new approaches to serving the advisor community. To have that work recognized and rewarded is very inspiring to us,” continued MacKillop.
“Our efforts have been reflected in our growth now that word has gotten out about the ease of working with us and the high level of service we are providing. We’ve seen our AUM/AUA grow by over 100% for the past two years and the momentum has continued into 2021,” said MacKillop. “Advisors love our flat-fee business model and they’re telling their friends.”