Finalist for Advisor Hub 250 Advisors to Watch RIA 2025

On June 17, 2025, Advisor Hub ranked Beth Greulich #78 on their list of 250 Advisors to Watch in the RIA category for 2025.

Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or Quantum Financial Advisors is engaged, or continues to be engaged, to provide investment advisory services. 

No application fee was paid by Quantum Financial Advisors to be considered for the ranking. The ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or of Quantum Financial Advisors.  

For Questions: Quantum Financial Advisors’ Chief Compliance Officer, Jessica Lu-Buetow who remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

Methodology: 

Advisor Hub tries to identify high-quality advisors from across the country who are growing their businesses and delivering exceptional service to clients. To do this, they collect data from teams in three major categories:

Scale of the business, including assets under management, profitability, average account size, and the ratio of team members to client households. Growth of the business, as measured by year-over-year increases in client households, assets, and profits.

Professionalism, which evaluates an advisor’s regulatory record, certifications, years of service, and community involvement.