TRUE Private Wealth Advisors Named to FT 300 List for Second Year
June 16th, 2016 – TRUE Private Wealth Advisors is pleased to announce it has been named to the Financial Times 300 List of Top Registered Investment Advisers. The List recognizes top investment advisers from across the U.S. This is the second year TRUE Private Wealth has been named to the FT 300 List after having been named to the 2015 FT 300 List. TRUE Private Wealth Advisors is a member of Dynasty Financial Partner’s Network of Advisors.
This is the third annual FT 300 List, produced independently by the Financial Times Ltd. in collaboration with Ignites Research, a subsidiary that provides business intelligence on the investment management industry.
The “average” FT 300 firm has been in existence for 22 years and manages $2.6 billion in assets.
The 300 top RIAs hail from 34 states and Washington, D.C.
The Financial Times invited more than 1,500 pre-screened SEC-registered investment advisers with at least $300 million in assets under management (AUM) to complete a comprehensive application about their firms. Of the 520 firms that applied, 300 firms were selected for the FT 300 List. 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. There was no attempt to rank the firms from 1 to 300. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300 List.
The FT 300 is one in a series of rankings of top advisers that the FT produces in partnership with Ignites Research, including the FT 401 (DC retirement plan advisers) and FT 400 (financial advisers from traditional broker-deal firms).
About TRUE Private Wealth Advisors
TRUE Private Wealth Advisors was launched in September of 2012 as an independent, SEC-registered investment adviser. Based in Salem and Portland, Oregon, TRUE Private Wealth Advisors provides an array of sophisticated services to meet the unique needs of individuals, families, and businesses, including investment management, wealth planning, and retirement and estate planning. For more information, please visit www.truepwa.com.