Enter GoToMeeting ID# Go

Accredited Investors Wealth Management named to 2017 Financial Times 300 Top Registered Investment Advisers

Accredited Investors Wealth Management is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

According to the Financial Times, the FT 300 list “represents an impressive cohort of elite RIA firms, as the ‘average’ practice in this year’s list has been in existence for 24 years and manages $2.7 billion in assets. The FT 300 Top RIAs hail from 37 states and Washington, D.C.”

The FT 300 list is produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.

RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

 

 

 

Referenced:

Financial Times: FT 300: full 2017 list of top US registered investment advisers (June 23, 2017)

 

FT 300 Disclosure:

In its release of the FT 300 list, the Financial Times stated, “To ensure a list of established companies with substantial expertise, we examine the database of RIAs registered with the US Securities and Exchange Commission and select those that reported to the SEC that they had $300m or more in assets under management (AUM). The Financial Times’ methodology is quantifiable and objective. The RIAs had no subjective input. The FT invited qualifying RIA companies — more than 2,000 — to complete a lengthy application that gave us more information about them. We added this to our own research into their practices, including data from regulatory filings. Some 725 RIA companies applied and 300 made the final list.”

This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Additionally, the FT caps the number of companies from any one state. The cap is roughly based on the distribution of millionaires across the US.

Finally, the Financial Times notes that the FT 300 is presented “as an elite group, not a competitive ranking of one to 300. This is the fairest way to identify the industry’s elite advisers while accounting for the companies’ different approaches and different specialisations.”

 

Tags: ,