Larson Financial Group is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S.
This is the second annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. More than 2,000 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). The 630 RIA firms that applied were then graded 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 FT 300 is one in series of rankings of top advisers that the FT developed in partnership with Ignites Research: the FT 401 (DC retirement plan advisers); the FT 400 (financial advisers from traditional broker-dealer firms); and the FT 100 (women financial advisers).
No fee is required to be included on the Financial Times list. There is no requirement for membership or subscription to Financial Times to be considered for the award. The publication considers assets under management, asset growth, years in existence, industry certifications of key employees, SEC compliance record and online accessibility. 80 to 85 percent of each advisor’s score is comprised of assets under management and asset growth. The FT300 list is not a competitive ranking. Data in listing results is provided through a survey provided by the applicant. Inclusion in this list is not to be considered an endorsement of the firm or financial advisor. There is no guarantee of future performance.