RoseCap Financial Advisors in Grand Junction ranked among the fastest-growing fee-only registered investment advisors in 2023, according to the latest results of a comparison published in InvestmentNews.

RoseCap Financial Advisors ranked 17th among the fastest-growing, fee-only registered investment advisors with less than $500 million in assets under management. InvestmentNews ranked the firms for growth between July 2020 and July 2023 based on information reported to the Security Exchange Commission.

According to InvestmentNews, assets under management by fee-only firms grew at an average annual rate of 9.5 percent since  2019 to $2.9 trillion. The number of client accounts grew an average of 10 percent to 4.1 million.

Matthew Rosenberg founded RoseCap Financial Advisors in 2011. He also works as a finance professor at Colorado Mesa University in Grand Junction. A certified public accountant, Rosenberg also holds designations as a Chartered Financial Analyst and Personal Financial Specialist.

RoseCap Financial offers financial and retirement planning, portfolio management and tax and accounting services. The firm operates offices at 200 Grand Ave., Suite 205. For additional information, call 773-5300 or visit www.rosecap.com.