Reilly Financial Advisors Named to 2020 Financial Times 300 Top Registered Investment Advisers
June 30, 2020 –Reilly Financial Advisors 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 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).
Source: Financial Times “FT300: Top Registered Investment Advisers,” July 30, 2020. Financial Times is a registered trademark of The Financial Times Ltd. All rights reserved. Financial Times “FT300: Top Registered Investment Advisers,” bases its rankings upon data provided by individual advisers and their firms, including submissions by Reilly Financial Advisors (“RFA”). Financial Times and its sister company, Ignites Research confirms that data is from the individual advisers and “data from regulatory filings.” The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility.
Neither RFA nor any other participating advisers paid a fee to be eligible for the “FT300: Top Registered Investment Advisers” ranking. RFA is unaware of any undisclosed facts that could potentially invalidate the appropriateness of the ranking. By virtue of disclosing this ranking, RFA is disclosing favorable ratings (to the extent that RFA is ranked above other advisors) and unfavorable ratings (to the extent that RFA is ranked below other advisors). Financial Times ranks advisers in alphabetical order per state. The ranking may not be representative of any one client’s experience because of the way in which it is calculated. The ranking is absolutely not indicative of RFA’s future performance, or any future performance pertaining to its clients’ investments. This ranking or any other rankings and/or recognition by unaffiliated rating services and/or publications should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if RFA is engaged, nor should it be construed as a current or past endorsement by any of its clients. A copy of RFA’s current written disclosure statement discussing its advisory services and fees remains available upon request.
Additional information about Financial Times “FT300: Top Registered Investment Advisers,” and the ranking list itself is available at the following link: https://www.ft.com/content/6a45556e-6c21-4770-bc94-468fee0de563