Firm named to Inc. 5000, as CEO Heather Robertson Fortner Marks Five Years in CEO Role with Milestones and Momentum

SignatureFD, an integrated wealth management and financial advisory firm that helps clients transform their net worth into Net Worthwhile®, today announced that it has surpassed $10 billion in assets managed or reported, a defining milestone reflecting the accelerating growth trajectory over the firm’s nearly three decades of operation.

The achievement reflects SignatureFD’s purpose-driven model of wealth management, focused on aligning financial independence with personal fulfillment, and the deep trust that clients place in its team of advisors. In addition, the firm’s Charlotte office has surpassed $1 billion in assets reported or managed – reflecting the firm’s momentum since it began operating in North Carolina in 2019 and serving as a testament to the demand for high-touch, holistic wealth planning in the Southeast region.

As Fortner celebrates the five-year anniversary of her appointment as CEO, SignatureFD has doubled its total assets, adding more than $1 billion in net new assets in 2024 alone, while expanding its geographic presence, and delivering a more than 25% revenue increase. The firm has reached these accomplishments while cultivating a majority-female executive team (75%) and an approach focused on advisor well-being and cultural resilience.

“For me, growth is never just about numbers. It’s about what those numbers make possible for people,” said Fortner. “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. With the right strategy and the right people, we’ve proven that you can grow fast and still stay deeply human in how you serve.”

For the second time, SignatureFD was named to the Inc. 5000 list of the fastest-growing private companies in America*, further underscoring the firm’s momentum, scalability, and leadership, redefining wealth management in an era of technological disruption and market uncertainty.

To further position the firm for growth, over the past 5 years SignatureFD has strategically added two seasoned executives to its Board of Directors:

• Eric Clarke, founding CEO of Orion Advisor Solutions, brings decades of wealth-tech innovation and governance expertise.
• Peter Nesvold, an accomplished M&A strategist and growth advisor, strengthens the firm’s capacity for strategic expansion and value creation.

“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.”

Since its founding in 1997, SignatureFD has been guided by the belief that wealth is more than money, it is the ability to live with meaning, purpose, and intention. With more than $10 billion now in assets managed or reported, the firm remains committed to helping clients design lives of impact and fulfillment.

About SignatureFD

At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community. Through integrated wealth management services, we help clients create a financial design for life to grow, protect, give and live their wealth – ultimately transforming their net worth into Net Worthwhile®. Our highly capable, collaborative, caring and coordinated team of investment and financial planning experts are committed to proactively helping clients take control of their financial lives and achieve their goals. SignatureFD has 120+ passionate professionals who manage or report on over $10B+ and has had a client retention rate of 97% since opening its doors in 1997.** For more information and important disclosures, visit www.signaturefd.com.

*Please see important award and ranking disclosures here.

**Retention rate compiled exclusively by SignatureFD. The retention ratio should not be construed by a client or prospective client as a guarantee that he/she will experience certain level of results if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of SignatureFD by any of its clients.

***Managed or reported calculations reflect assets under management and assets that SignatureFD provides reporting to clients and considers for financial planning purposes.

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“For me, growth is never just about numbers. It’s about what those numbers make possible for people,” said Fortner.