Bull Oak Capital was recently named one of the fastest-growing firms in the country by Wealthmanagement.com. The firms included in the rankings are RIAs (Registered Investment Advisors) with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
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