TCI is pleased to announce it has been named to the 2019 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 sixth 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 $4.6 billion in assets. The FT 300 Top RIAs hail from 37 states.
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 2019). 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.
TCI Named Top 100 Firm in U.S. by Barron’s
Sep 25, 2024Financial Advisor Magazine Ranks TCI Among Top RIAs for 2024
Aug 20, 2024Sam Swift, CFA, CFP®, AIF® interviewed on CBS Affiliate, KOLD 13 News
Aug 5, 2024Phoenix Business Journal Ranked TCI Among Largest Investment Advisors in Phoenix
Jun 3, 2024TCI Recognized by Financial Advisor as Top RIA in 2023
Jan 25, 2024TCI Ranked as Top 2023 Denver-Area Wealth Management Firm
Jan 24, 2024Phoenix Business Journal Ranked TCI Among Largest Wealth Managers in Phoenix
Jan 18, 2024