TCI Wealth Advisors is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.
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; 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.
The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4 billion in assets. The FT 300 Top RIAs hail from 38 states and Washington, D.C.
The FT 300 is one in series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). 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.
Scott Bennett, CFP® speaks to CardRates.comJan 23, 2023
TCI Recognized as top RIA firm by Financial Advisor in 2022Jul 28, 2022
Phoenix Business Journal Ranked TCI Among Largest Investment Advisors in PhoenixMay 25, 2022
Two Advisors Join TCI Wealth AdvisorsApr 8, 2022
Lily Styrmoe, CFP®, CSRIC™ writes op-ed for Financial PlanningFeb 7, 2022
TCI Wealth Advisors named as 2021 Top-Ranked Financial Advisor in Phoenix & ScottsdaleJan 25, 2022
Expertise.com names TCI 2021 Best Financial Advisors in TucsonNov 19, 2021