Alexis ‘Lexi’ Olian, CFP®, Private Wealth Advisor & Director of Financial Planning at Treehouse Wealth Advisors, has been recognized by AdvisorHub in their 2024 Advisor to Watch annual ranking under the 250 Advisors to Watch under $1billion.
“I’m thrilled to be recognized as part of the 250 Advisors to Watch,” said Olian. “It’s an honor to be named by AdvisorHub in their annual ranking.”
AdvisorHub curated a total list of 1,000 advisors and scored each based on their quality of practice, growth and professionalism. The ranking is then presented across 7 different categories including 150 Advisors Over $1Billion, 250 Advisors Under $1Billion, 200 RIAs, 100 Next Gen Advisors, 100 Women Advisors, 100 Solo Advisors and 100 Fast Growing Advisors.
AdvisorHub uses a ranking system based on a 100-point scale across three categories of scale, growth and professionalism which cover areas such as production and quality of service, year-over-year change in assets, clients and production and certifications, community involvement and regulatory record. Nominations were received from 339 firms. All nominees were required to have a minimum of seven years experience, $150m minimum AUM and a clean regulatory record. There are no fees to participate.
Treehouse Wealth Advisors is a fee-only wealth management firm based in the San Francisco Bay Area, serving innovators, legacy builders, and impact makers. The firm provides personalized financial planning, investment management, and wealth advisory services, helping clients navigate significant life changes while working toward fulfilling and meaningful lives.
