FormulaFolios is excited to announce that it has been named a Financial Times 300 Top Registered Investment Adviser for the third consecutive year!
The list recognizes independent RIAs that stand out from the rest based on six factors desirable to clients: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisors; online accessibility; and compliance records.
“To be recognized as one of the top companies in our industry for three consecutive years in an incredible achievement for our company and team,” said Jason Crump, Vice President of Relationship Management. “That we continue to earn these recognitions year after year speaks to our ability to consistently deliver results and top-quality service to our advisors and their clients.”
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times. The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
Only RIAs with at least $300 million in assets according to the SEC’s database are invited to apply for consideration.
The full FT report and complete list can be found here: https://www.ft.com/content/6a45556e-6c21-4770-bc94-468fee0de563