Wealth Management has been named to the Financial Times 300 Top Registered Investment Advisers for the second consecutive year, an award given to only two practices in Wisconsin.
More than 2,000 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). Those firms that applied were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records.
The “average” FT 300 firm has been in existence for 23 years and manages $2.6 billion in assets.
The 300 top RIAs hail from 34 states and Washington, D.C., and, on average, saw their total AUM rise by 18% in 2014.
The areas considered in the ranking process signal several characteristics of top financial advisor firms including client trust, performance, asset retention, reliability, commitment to the profession and transparency of information, among many others.
The Financial Times 300 is designed to serve as a resource to affluent and wealthy investors, who make up a majority of the publication’s readership, and is presented as a compilation of elite advisors rather than a competitive ranking system. To provide readers with a diverse array of advisors, the Financial Times allocates a specific number of spots to each state based on the distribution of millionaires across the country.
Advisory Services offered through Annex Wealth Management®, LLC. Securities offered through H. Beck, Inc Member FINRA & SIPC. Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies.
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