B|O|S, a leading Bay Area independent wealth management firm, has been named to the Financial Times 300 Top Registered Investment Advisers list for 2016. The esteemed list recognizes top independent RIA firms from across the U.S.
“It’s a tremendous honor to be recognized as a leader in independent wealth management,” said Kevin Dorwin, Managing Principal at B|O|S. “Our reputation is a testament to our team’s relentless dedication to meeting our clients’ needs and putting their interests first.”
More than 1,500 pre-screened RIA firms were invited to apply for consideration to be included in the FT300 based on their assets under management (AUM). Applicants were graded on six criteria: AUM, AUM growth rate, years in existence, advanced industry credentials of the firm’s advisors, online accessibility, and compliance records.
Read the entire FT 300 list here: http://on.ft.com/21oFXJm