Tobias Named to Financial Times 300 Top Registered Investment Advisers

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The annual list recognizes top independent RIA firms from across the U.S.

Tobias Financial Advisors, a fee-only personalized wealth management firm, is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent 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.

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

The final FT 300 represents an impressive cohort of elite RIA firms, as the median AUM of this year’s group is $1.9 billion. The FT 300 Top RIAs 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).

View the full 2020 FT 300 list: https://www.ft.com/reports/300-top-investment-advisers

Tobias Financial Advisors, established in 1980, provides personalized wealth management and financial planning services to a select group of clients. It is a boutique firm that keeps in close touch with its clients, where all investment advisor representatives are CERTIFIED FINANCIAL PLANNER™ professionals. It is also a founding member of the Institute for the Fiduciary Standard. http://www.tobiasfinancial.com

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Media Contact:
Lauren Hong
Out & About Communications
media@outandaboutcomm.com
(619) 564-8584

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Sarah Flocken