Adviser Investments is pleased to announce its inclusion on the Financial Times’ “FT 300” list for 2018, which recognizes the nation’s top independent registered investment advisers (RIAs). This year’s FT 300 features RIAs from 38 states and Washington, D.C. As the Financial Times emphasized, “The final FT 300 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.”
Adviser Investments received the honor at an event in New York City on June 28, 2018, alongside other 2018 FT 300 award winners.
“We are gratified that the Financial Times places us among its top advisers and are pleased to share this award with everyone in our firm,” said Adviser Investments Chairman and co-founder Daniel P. Wiener. “Since Adviser Investments opened its doors in 1994, we’ve always believed that institutional-quality wealth management services should be available to all investors, not just those considered high-net-worth. That philosophy, paired with our commitment to strong client relationships, defines Adviser Investments’ trademark approach to wealth management.”
The Financial Times assesses and ranks RIAs based on a handful of factors. The publication independently produces the FT 300 in conjunction with Ignites Research (a Financial Times subsidiary that offers investment-management-related intelligence services).
Adviser Investments President and Chief Executive Officer Daniel Silver, one of the firm’s co-founders, labeled the FT 300 ranking as yet another affirmation of Adviser Investments’ longstanding principles: “It’s rewarding to see our work once again recognized by the Financial Times. We take the time to get to know each of our clients’ goals and aspirations and develop plans that are individually tailored to them.”
To make its list, the Financial Times contacted independent RIAs nationwide, screening for two primary criteria: A minimum of $300 million in assets under management (AUM) and at least 25% of firm assets attributable to non-institutional clients. Qualified RIAs then submitted detailed applications, which the Financial Times scored to assess six key factors: AUM, AUM growth rate, years in existence, advanced industry credentials of the firm’s advisers, online accessibility and compliance records.
This 2018 FT 300 accolade is one of several that Adviser Investments has earned of late. Earlier this year, the firm was recognized for its top-10 ranking among InvestmentNews’ “Best Places to Work for Financial Advisers.” Last fall, Adviser Investments rose 21 places year-over-year to rank #32 on Barron’s “Top 100 Independent Advisors” list for 2017. The company also climbed to #8 (up from #14 on the 2017 list) on Barron’s 2018 “Top Massachusetts Financial Advisors.”
Silver concluded, “Adviser Investments works hard to provide extraordinary personalized client service. It is our continuing mission to improve the quality and range of wealth management services we offer, building a firm that will provide exceptional investment and financial planning expertise to our clients for many years to come. The public recognition is always appreciated, but our true success is our clients’ satisfaction with our partnership.”
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About Adviser Investments
Adviser Investments is an independent, professional wealth management firm with expertise in actively managed mutual funds, ETFsA type of security which allows investors to indirectly invest in an underlying basket of financial instruments (these may include stocks, bonds, commodities or other types of instruments). Shares in an ETF are publicly traded on an exchange, and the price of an ETF’s shares will fluctuate throughout the trading day (traditional mutual funds trade only once a day). For example, one popular ETF tracks the companies in the S&P 500, so buying a share of the ETF gets an investor exposure to all 500 companies in the index., fixed-income investing, tactical strategies and financial planning. We advise more than 3,500 clients with over $5 billion under our care. Our team focuses on helping individual investors, trustsA legal document that functions as an instruction manual to how you want your money managed and spent in your later years as well as how your assets should be distributed after your death. Assets placed in a trust are generally safe from creditors and can be sold by the trustee in short order, avoiding the lengthy and costly probate process., foundations and institutions meet their long-term investment goals. Our minimum account size is $350,000.
The Financial Times 300 Top Registered Investment Advisers (2018) 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 Financial Times’ research. The Financial Times invited over 2,000 firms to be considered for its list; 760 responded. The listing reflects each practice’s performance in six primary areas: Assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
InvestmentNews’ Best Places to Work for Financial Advisers Award (2017) is based on responses to surveys voluntarily completed by participating firms. Firms do not pay a fee to participate. InvestmentNews conducts the survey. InvestmentNews evaluates participating firms’ ability to attract and retain talented employees and then ranks the firms. Visit InvestmentNews for more information.
Barron’s Top 100 Independent Advisors (2017) rankings reflect the volume of assets overseen by the advisers and their teams, revenues generated for the firms and the quality of the advisers’ practices, as determined by its editors.
Barron’s Top Massachusetts Financial Advisors (2018): The Barron’s rankings consider factors such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
Awards referenced herein do not evaluate client experience or investment performance, and are not indicative of future performance.