Loft Private Wealth Surpasses $1 Billion in Client Assets | Quello Named to Barron's Top 1,200 Financial Advisors
SIOUX FALLS, SD – Loft Private Wealth has achieved a significant milestone, reaching $1 billion in client assets by staying true to its mission of becoming an essential, trusted partner in clients' financial lives.
"This achievement reflects more than just financial growth," financial advisor Nathan Quello said. "It's about the relationships we've built and the individual journeys we've supported. Every client brings a unique story, and our job is to listen, understand, and craft strategies that truly resonate with their personal aspirations."
Quello attributes his team's success to a commitment that goes beyond traditional wealth management.
"At Loft, we're not just tracking numbers," he explained. "We're dedicated to providing an elevated standard of care that adapts to each client's evolving financial landscape."
Quello was named to Barron's annual list of the "Top 1,200 Financial Advisors" for the 10th consecutive year—a testament to the firm's unwavering dedication to expertise, experience, and client-focused passion. The prestigious list, drawn from all 50 states, recognizes advisors who go above and beyond in serving their clients.
"As humbling as this recognition is, the real measure of our success isn't found in awards or asset totals," Quello reflected. "It's in the moments when our clients gain clarity, confidence, and a deeper understanding of how their financial decisions can support their most meaningful life goals."
Barron's selection criteria—including assets under management, revenue, regulatory record, practice quality, and philanthropic work—highlight the comprehensive approach that sets Loft Private Wealth apart.
About Nathan Quello/Loft Private Wealth: Nathan Quello’s team manages more than $1 billion in client assets as of March 31, 2025. They offer clients financial advice based on a fiduciary standard of care with a holistic approach that includes wealth management, investment planning, tax planning, risk management, retirement planning, estate planning and philanthropic planning. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, at 101 N Main Suite 201 Sioux Falls, SD 57104 and can be reached at 605-333-8266
About Raymond James Financial: Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Total client assets are $1.59 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at www.raymondjames.com.
About First Dakota National Bank: Since becoming the first fully chartered bank in the Dakota Territory in 1872, First Dakota National Bank has strived to anticipate, meet, and exceed customers' expectations while strengthening communities by providing time, talent, and resources. With a legacy of success spanning more than 150 years, First Dakota remains dedicated to serving South Dakotans through its 17 conveniently-located branches.
About Barron’s: Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 7,669 individual advisors and their firms and include qualitative and quantitative criteria, and 1,200 won. Time period upon which the rating is based is from 09/30/2023 to 09/30/2024 and was released on 03/10/2025. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Compensation provided for using the rating. Barron’s is not affiliated with Raymond James.