In The News

Below, you’ll find links to articles in which our advisors have contributed, firm press releases, and media mentions. Learn more about us by reading our perspective shared in popular publications and articles on topics including wealth management, financial planning, investing, and more.

Travis Alexander, CEO of Crux Wealth Advisors, Named to “150 Advisors to Watch” List

Crux Wealth Advisors CEO Travis Alexander was named to AdvisorHub’s 150 Advisors to Watch over $1B – ranking #50 on the list. "This award reflects the dedication of the entire Crux team — advisors, staff, and leadership," he said. Learn about the rankings and methodology

2024 Advisors to Watch: Resilience is the Key to Success

This industry publication created a list of 1,000 advisors with sophisticated practices, great growth and a commitment to professionalism. They further winnowed down those who made the larger list to just 150 advisors managing over $1B AUM who have assembled large, productive teams and achieved scale without compromising their level of service. Crux Wealth Advisors made this smaller, more prestigious list.

4 Ways the Upper Class Handles Inflation That the Middle Class Could Learn From

Financial Advisor Patrick Marcinko was quoted in this article from Yahoo! Finance looking at ways the upper class handles inflation that the middle class could learn from: “Wealthy individuals ensure they have an emergency fund, or cash set aside, that can help them cover surprise expenses. This helps them avoid relying on debt when expenses turn out to be a lot more than they had expected.”

What Are Expense Ratios?

Financial Advisor Jung Seh was quoted in this ComparisonAdviser article discussing expense ratios and why they matter to investors, how they can impact a portfolio, active vs. passive investing, and more.

Best-In-State Wealth Advisors (2023)

Forbes and SHOOK Research selected Crux Wealth Advisors' CEO Travis Alexander as one of Forbes’ Best-In-State Wealth Advisors for 2023, ranking #27 in the state of California.

Top Next-Gen Wealth Advisors (2022)

Robo-Advisors and artificial intelligence may not be the biggest threat to the wealth management business but aging advisors with inadequate succession plans may very well be. Happily, the advisors honored on the Forbes/SHOOK Top Next-Gen Advisors list are all excelling in the industry. Crux Wealth Advisors' CEO Travis Alexander is listed on the Forbes’ 2022 list of Top Next-Gen Wealth Advisors, ranking #5 in the state of California.

New Recruits Bring Over $500 Million to Crux Wealth Advisors

Six financial advisors joined Raymond James Financial Services’ affiliate Crux Wealth Advisors. The additions increase the Long Beach, Calif.-based firm’s presence in New York and Illinois. The advisors come from Kestra Investment Services, Key Investment Services, Bank of America Merrill Lynch and UBS Financial Services.

The 2024 AdvisorHub 150 Advisors to Watch over $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/13/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 150 advisors received the award. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Crux Wealth Advisors, LLC nor any of its Investment Adviser Representatives pay a fee in exchange for this award/rating. Crux Wealth Advisors, LLC is not affiliated with AdvisorHub.

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Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.

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