WE Family Offices is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. 2017 marks the 4th 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 applaud the success of the other RIA firms who join us on this list,” says Managing Partner Michael Zeuner. “The growth across the RIA channel demonstrates that investors are increasingly seeking independent financial advice from advisors who put their clients interest first.”
To view the full FT Top 300 list, click here.
Important Disclosure: This material includes references to financial media firms and awards pertaining to third-party ratings and rankings of WE Family Offices LLC (“WE Family”), that may be public information in the ordinary course of its business, and such firms are not affiliated or related to WE Family. These firms may have independently provided WE Family with a questionnaire or survey as structured by the firms and used in the preparation of the third-party rating or ranking and not designed or prepared to produce any predetermined result. WE Family does not compensate directly or indirectly such firms in connection with obtaining or using the third-party rating or rankings. This rating was confirmed in June of 2017 based on data within a 12-month period. Financial Times created and tabulated the rating; judging panels made decisions based on award-specific methodology.
