WE Family Offices is pleased to announce it has been named to the 2018 edition of the Financial Times Top 300 Registered Investment Advisers list. This year marks the fifth year WE has been included on this list, which recognizes the top independent RIA firms from across the U.S.
After meeting a minimum set of criteria, RIA firms that applied were evaluated 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.
“We are honored to be recognized by the Financial Times and are grateful for the relationships we have with our client families who have helped us achieve this,” says Managing Partner Michael Zeuner. “The growth among the group of firms recognized on this list indicates that families are increasingly seeking independent financial advice from advisors who put their clients’ interest first, and we’re pleased to be among those listed.”
Selection Criteria: The firm must be an independent RIA located in the US and have a minimum of $300 million in assets. No more than 75% of a practice’s assets could be institutional. Qualified RIAs then filled out an online application, and were scored on several factors, including AUM, AUM growth rate and compliance record. Selection is independent and objective, and no money is exchanged as part of the process.