Badgley Phelps Named to 2020 Financial Times 300 Top Registered Investment Advisers

by Badgley Phelps | Aug 26, 2020

Badgley Phelps is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers for 2020. This list recognizes top independent RIA firms on a variety of criteria from across the U.S.  

This is the seventh annual FT 300 list, compiled by Ignites Research, a division of Money-Media, Inc., and a sister publication company of the Financial Times. Ignites Research provides strategic business intelligence to investment management firms.

RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; 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.

The final FT 300 represents a “list of established companies with substantial expertise.” The FT 300 Top RIAs represent 39 different states plus Washington, D.C., and the median AUM of this year’s group is $1.9 billion.

The FT 300 is one in a series of rankings of top advisers by the Financial Times, including the FT 401 (Defined Contribution retirement plan advisers) and the FT 400 (broker-dealer advisers).

 


 

 

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Badgley Phelps Named to 2020 Financial Times 300 Top Registered Investment Advisers

by Badgley Phelps | Aug 26, 2020

Badgley Phelps is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers for 2020. This list recognizes top independent RIA firms on a variety of criteria from across the U.S.  

This is the seventh annual FT 300 list, compiled by Ignites Research, a division of Money-Media, Inc., and a sister publication company of the Financial Times. Ignites Research provides strategic business intelligence to investment management firms.

RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; 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.

The final FT 300 represents a “list of established companies with substantial expertise.” The FT 300 Top RIAs represent 39 different states plus Washington, D.C., and the median AUM of this year’s group is $1.9 billion.

The FT 300 is one in a series of rankings of top advisers by the Financial Times, including the FT 401 (Defined Contribution retirement plan advisers) and the FT 400 (broker-dealer advisers).

 


 

 

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