The Portfolio Strategy Group is Ranked Among Financial Times’ Top 300 Registered Investment Advisors

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Focus Financial Partners congratulates The Portfolio Strategy Group for being included in Financial Times Top 300 Registered Investment Advisors

Focus Financial Partners, LLC, the largest partnership of independent wealth management firms, today congratulates The Portfolio Strategy Group (PSG), a White Plains-based Partner firm, for being recognized in the first annual “Financial Times Top 300 Registered Investment Advisors” ranking by the Financial Times, a leading financial industry newspaper.

"Focus is extremely proud of The Portfolio Strategy Group for being recognized on the inaugural FT 300 list and we celebrate their accomplishments," said Rajini Kodialam, Co-founder and Managing Director of Focus. "This prestigious ranking is another testament to the caliber of the PSG team and the independent wealth management industry as a whole."

Founded by Managing Partner Richard Yoken in 1990, PSG brings high-quality investment management and consulting with an open architecture approach to high net worth individuals. The firm is based in White Plains, NY and serves clients nationwide. PSG became a Focus partner firm in December 2012.

The FT 300 rankings are based on data provided by the nation's most productive advisors. 2,000 firms with at least $300 million assets under management were considered for the list. In creating the final ranking, assets under management, assets under management growth rate and compliance record, among other criteria, were used for evaluations.

About Focus Financial Partners:

Founded in 2006, Focus Financial Partners, LLC, is the leading international partnership of independent, fiduciary wealth management firms. With approximately $300 million in annual run rate revenues, Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their entrepreneurial independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. Focus was included on Inc. magazine’s 5000 ranking of the nation’s fastest-growing private companies in 2011 and 2010. In 2012, Focus was named a Crain’s New York Business “Fast 50” growth firm in New York City. For more information about Focus Financial Partners, please visit


The 2014 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2014). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. 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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Raina Gajjar
FTI Consulting
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