posted on July 10th 2017 in WorthPointe News with 0 Comments /

Financial Times has named WorthPointe among the top Registered Investment Advisors in the US. The criteria to be included in the list is strict and we are pleased to meet the standards of this list.

Financial Times invited more than 2,000 advisors to complete a lengthy application that gave them more information about their practices. They combined this information with their own research and data from regulatory filings. The listed RIAs had no subjective input.

The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility.

“We present the FT 300 as an elite group, not a competitive ranking of one to 300. This is the fairest way to identify the industry’s elite advisers while accounting for the companies’ different approaches and different specialisations.”

Thank you, Financial Times. We are honored to be included in such a list of the top financial planners in the industry. Find out more about the ranking criteria here.

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