AdvicePeriod Named to 2018 Financial Times List of Top 300 Financial Advisors
LOS ANGELES (PRWEB) June 28, 2018 -- AdvicePeriod, a national network of like-minded advisors, is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisors. The list recognizes top independent RIA firms from across the country.
The Financial Times determines their annual list of top United States registered investment advisors based on six broad factors that add up to a numeric score for each advisor. The six elements are composed of advisor AUM, asset growth, the age of the company, industry certifications of key employees, SEC compliance records, and online accessibility.
“This is a great acknowledgment of the work we have been doing to reinvent wealth management” shares Jonathan Straub, AdvicePeriod Principal. “We are honored to have made the list. By focusing on what really matters to clients and acting as true fiduciaries we strive to provide clients with actionable advice with tangible impact.”
Financial Times presents the 300 chosen companies as an elite group, not a competitive ranking of one to three hundred. They believe this is the fairest way to identify the industry’s elite advisors while also accounting for each companies’ different approach at financial advising and their respective areas of specialization.
This award is just the latest recognition for the fast-growing, tech-focused company which is headquartered in Los Angeles, but has recently expanded into other parts of the US. The firm was recently recognized by Inc. magazine as one of the Best Workplaces in the United States and ranked on the list of fastest growing RIA firms in the country by InvestmentNews.com. AdvicePeriod now has 13 offices in 10 different states, and it continues to add new clients and advisors.
About AdvicePeriod:
AdvicePeriod is a leading, SEC-registered investment advisor dedicated to focusing clients on the critical decisions necessary for managing their wealth. Our mission: to make wealth management more fair, effective, and successful; for clients and advisors alike. To learn more, visit: http://www.adviceperiod.com.
About the Financial Times:
The Financial Times is one of the world’s leading news organizations, recognized internationally for its authority, integrity, and accuracy. It is part of Nikkei Inc., which provides a broad range of information, news, and services for the global business community.
Disclosure:
The Financial Times (“FT”) 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.
Jonathan Row, AdvicePeriod, +1 (424) 281-3600, [email protected]
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