Delegate Advisors announced that it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisors, as of June 22, 2017. This is the second year Delegate has been included on this list, which recognizes 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 advisors; 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 – one of the leading publications in our industry,” says Managing Partner Andy Hart. “Our dedication to building long-lasting wealth management relationships based on trust is at the core of what we do, and it’s rewarding to have that dedication recognized.”
To view the full FT Top 300 list, click here.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.