We aimed to provide a picture of leading financial advisers that would be good enough for the educated and discerning readers of The Financial Times.
Camas, Washington (PRWEB) August 29, 2014
Fisher Investments is pleased to announce it was named as one of The Financial Times’ Top 300 US-based Registered Investment Advisers (RIAs) in the venerable publication’s inaugural list.
As more baby boomers retire, the demand for top-quality investment advice is accelerating. The Financial Times created the FT 300 list to provide its readers with a snapshot of the best advisers in the US—“We aimed to provide a picture of leading financial advisers that would be good enough for the educated and discerning readers of The Financial Times.”
To qualify for the list, advisers had to have at least $300 million in assets under management (AUM) and be registered with the Securities and Exchange Commission (SEC). Additionally, at least 25% of the firm’s AUM had to be from individual investors. The Financial Times then reached out to the more than 2,000 firms meeting these criteria and asked them to fill out a comprehensive application. The Financial Times augmented the information with independent research, including data from regulatory filings. Of those considered, 300 firms were selected for the list.
With the aim of creating a quantifiable and objective way to establish a list of “truly exceptional adviser firms,” criteria for the assessment of these independent RIAs include total AUM, AUM growth rates as a proxy for performance as well as asset retention and ability to generate new business, the firm’s years in existence, compliance record, industry certifications for employees and online accessibility illustrating commitment to providing transparency. A numeric score was calculated for each adviser. However, there was no attempt to rank the advisers from 1 to 300—the list is presented as an “elite group of 300 RIA firms” organized by state.
To access the FT 300 list and related content, visit The Financial Times’ website:
Or download the complete list here: http://im.ft-static.com/content/images/6c30552e-fb45-11e3-8959-00144feab7de.pdf
About Fisher Investments
Founded in 1979, Fisher Investments is an independent, privately owned money management firm with tens of billions under management. Fisher Investments maintains two principal business units, Fisher Investments Institutional Group and Fisher Investments Private Client Group, which serve a global client base of diverse investors. Fisher Investments’ clients include over 100 large institutions and nearly 30,000 high net worth individuals. Founder and CEO Ken Fisher has written the Forbes “Portfolio Strategy” column for 30 years, has written 10 books on investing and personal finance (4 of which are NY Times best sellers), and was named by Investment Advisor magazine as one of the 30 most influential industry individuals in the last 30 years (Thirty for Thirty, May 2010). For more information, please visit http://www.fisherinvestments.com/.