Drawing on a Wealth of Knowledge

Blog Topics

Join

Calendar of Events

View

For Second Year, Bridgeworth, LLC named to Financial Times 300 Top Registered Investment Advisers

We are pleased to announce that Bridgeworth has been named to the 2018 Financial Times 300 Top Registered Investment Advisers making Bridgeworth one of only five firms recognized in Alabama. Bridgeworth was recognized in 2017 as well. The list recognizes top independent RIA firms from across the US. According to Financial Times, “We present the FT 300 as an elite group, not a competitive ranking one to 300. This is a fair way to identify the industry’s elite advisers while accounting for the companies’ different approaches and different specializations.”

More than 760 RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors:

  • Assets Under Management (AUM) – signals experience managing money and client trust,
  • AUM growth rate – asset retention and the ability to generate new business.
  • Years in Existence – indicates reliability and experience of managing assets through different market environments.
  • Compliance Record – provides evidence of past client disputes – a string of disputes can signal potential problems.
  • Industry Certifications (CFP®, CFA) – show the company’s staff has industry knowledge and signals a professional commitment to investment skills.
  • Online Accessibility – demonstrates a desire to provide easy access and transparent contact information.

There are no fees or other consideration required of RIAs that apply for the FT 300.

The final Financial Times 300 represents an impressive cohort of elite RIA firms. The median FT 300 company manages $1.7b in assets – compared with $1.2b in the 2017 Top 300 list.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The Financial Times 300 is based on data gathered from RIA firms, regulatory disclosures, and the Financial Time‘s research. 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 Financial TImes 300.

1-749076.0718