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Accredited Investors Wealth Management named to 2018 Financial Times 300 Top Registered Investment Advisers

Accredited Investors Wealth Management is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S., and this is the second consecutive year that Accredited has been named to the list.

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 over 22 years and manages $4 billion in assets. The FT 300 Top RIAs hail from 38 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 asset 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 2018 list of top US registered investment advisers (June 28, 2018)

 

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 $300m or more in assets under management (AUM).

The Financial Times’ methodology is quantifiable and objective. The RIAs have no subjective input.

The FT invites qualifying RIA companies — more than 2,000 — to complete a lengthy application that gives us more information about them.

We add this to our own research into their practices, including data from regulatory filings.

Some 760 RIA companies applied and 300 made the final list.

The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each company.

Areas of consideration include adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.”

 

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