The firm, established in the dotcom era, said its revenues and AuM rose sharply in 2024.

SignatureFD, a US wealth management firm, has announced today that it has surpassed $10 billion in assets managed or reported, adding more than $1 billion in net new assets in 2024, and a revenue gain of 25 per cent. The firm was founded in 1997.

In addition, the firm’s Charlotte office has surpassed $1 billion in assets reported or managed, since it opened in North Carolina in 2019.

The rise in AuM comes as CEO Heather Robertson Fortner marks five years in office as chief executive.

“Over the past five years we’ve doubled our footprint, expanded into new markets, and strengthened our team, but what I’m most proud of is how we’ve scaled our culture of care,” Fortner said.

In the past five years, SignatureFD added two executives to its board of directors: Eric Clarke, founding CEO of Orion Advisor Solutions, and Peter Nesvold, a merger and acquisition strategist and growth advisor.

“Crossing the $10 billion milestone shows the vision is working,” continued Fortner. “But what excites me more is where we’re going next: leveraging new technology, deepening our leadership bench, and continuing to prove that wealth can be a force for better lives and better communities.”