B|O|S, a leading Bay Area independent wealth management firm, is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
“We are delighted and honored to be included in this prestigious list as a Bay Area leader in independent wealth management,” said Kevin Dorwin, Managing Principal at B|O|S. “This recognition reflects the commitment we have made to putting our clients’ interests first for over 30 years now.”
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 “average” practice in this year’s list has been in existence for 24 years and manages $2.7 billion in assets. The FT 300 Top RIAs hail from 37 states and Washington, D.C.
View the entire FT 300 list here: http://http://on.ft.com/2tSqyX9
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (FT). The FT 300 is based on data gathered from RIA firms, regulatory disclosures and the FT’s research as of December 31, 2016. The FT invited qualifying RIA companies to complete a lengthy application and considered these applications in context of the FT’s own research into a firm’s practices, including firm data from regulatory filings. The resulting listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. 710 RIA companies applied and 300 made the final list (roughly 42%). For additional information and methodology, please visit: https://www.ft.com/content/1ad3a626-2c30-11e7-bc4b-5528796fe35c.