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Meet the FT 300 Top RIAs

By Joan Warner June 27, 2014

FA-IQ’s parent company, the Financial Times, yesterday unveiled the inaugural edition of the FT 300 Top Registered Investment Advisors in the U.S. A companion to the annual FT 400, which recognizes top advisors at broker-dealer firms, the new list was published in a special section of the June 26 Financial Times newspaper, along with profiles of three practices and articles on industry trends. Advisors from the list celebrated with cocktails at the New York Yacht Club in mid-Manhattan; Deutsche Asset & Wealth Management, a lead sponsor of the research, also sponsored the event.

To qualify for consideration, an RIA had to manage client assets of at least $300 million. Candidates were then scored for annual AUM growth, compliance, years in business, certifications and online accessibility — the same criteria applied to the FT 400. The average RIA on the new list has AUM of $2.8 billion, has been operating for 24 years and posted asset growth of 23% in 2013.

“This elite group embodies some of the leading trends in the investment management industry,” according to FA-IQ’s sister service, Ignites Distribution Research, which collaborated with the Financial Times on the list. For example, about 89% of FT 300 advisors work in teams, with a median team size of six professionals. And about two thirds of the listed RIAs’ AUM are in discretionary accounts.

Click here to view the list and read the FT’s special report.