Rollins Financial, Inc. Named to 2020 Financial Times 300 Top Registered Investment Advisers

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Atlanta based Independent Investment Adviser ranks among the top 300 Registered Investment Advisers

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I have always worked diligently to ensure the members of our team place our clients' interests above our interests.

Rollins Financial, Inc. is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. This represents the third year in a row Rollins Financial, Inc. has been included in this exclusive list, which recognizes top independent registered investment adviser (RIA) firms from across the U.S.

This is the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.

Registered investment adviser (RIA) firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM), assets under management (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 registered investment advisers (RIAs) that apply for the FT 300.

The final FT 300 represents an impressive cohort of elite registered investment adviser (RIA) firms, as the median assets under management of this year’s group is $1.9 billion. The FT 300 Top Registered Investment Advisers represent 39 different states and Washington, D.C.

The FT 300 is one in a series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).

Joe Rollins, the firm’s founder, said, “Since founding my CPA practice, Rollins & Van Lear, P.C., in 1980 and my registered investment adviser (RIA) firm in 1990, I have always worked diligently to ensure the members of our team place our clients' interests above our interests. This philosophy has served our clients well and now, 30 years later, we are both excited and honored to announce that we have, once again, been named to the Financial Times 300 Top Registered Investment Advisers – making the list in 2018, 2019 and 2020.”

To view the list on the Financial Times website, please click here.

Rollins Financial, Inc. is an Atlanta-based Registered Investment Advisory (RIA) firm with more than 30 years of experience. Rollins Financial, Inc. offers fee-only independent investment management services for individuals, small businesses, and corporations nationwide. The firm holds a strong commitment to objectivity, transparency, and disciplined investing and offers a wide variety of services including asset management, financial planning, and coordinated tax planning and preparation (through its affiliated certified public accounting firm, Rollins & Van Lear, P.C., in its 40th year). More information about Rollins Financial, Inc., its partners, and the services the firm provides can be found at http://www.rollinsfinancial.com.

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The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from registered investment adviser (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. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the registered investment adviser (RIA) firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

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Mark Keramidas

Danielle Van Lear
Rollins Financial, Inc.
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