Barron’s Ranks Mark Udis on America’s Top 1,200 Financial Advisors List for Third Consecutive Year
March 2023 – Mark Udis, Partner of Camden Capital, has been ranked by Barron’s as one of America’s Top 1,200 Financial Advisors in 2023. This is Mr. Udis’ third year recognized and the tenth consecutive year Camden Capital has been represented on the Barron’s Top Financial Advisor list.
This report highlights the nation’s top ranked financial advisors, with an eye toward raising standards in the industry. The 2023 report ranks financial advisors from all 50 states, with the number of spots determined by each state’s population. Barron’s considered multiple factors in the evaluation, including assets under management, revenue generated and overall quality of the advisor’s practice.
“Receiving this recognition three years in a row is a testament to our comprehensive platform, our world-class employees and our incredible client base of successful and sophisticated individuals, whom we are so fortunate to have the privilege to collaborate with every day, ” stated Mr. Udis.
“We are extremely honored to have Mr. Udis’ recognized as one of the Top 2023 Financial Advisors by Barron’s,” stated Camden Capital President and Partner, Rich Bursek. “This recognition reflects Mr. Udis’ dedication and his expertise within the industry,” he added. The multibillion dollar, multifamily office and registered investment advisory firm provides a holistic approach to wealth management, legacy planning, family office and consulting services to high and ultra high net worth families, founders, business owners, entrepreneurs and select institutions across the country.
With a focus on developing long-term relationships with its clients, Camden Capital has primarily grown organically through referrals. Its independent structure, objective platform and underlying fiduciary duty differentiate it from a majority of the traditional firms.
The firm, and individual advisors, have been recognized by Barron’s, Forbes, The Financial Times, Financial Advisor Magazine and the Los Angeles Business Journal.