For the second year in a row, Concentus Wealth Advisors is pleased to announce it has been named to the 2017 Financial Times 300 Top Registered Investment Advisers, as of June 17, 2017. The list recognizes top independent RIA firms from across the U.S.
“We are honored to be recognized for a second year by the Financial Times as a top independent RIA. I am proud of our dedicated team at Concentus,” said Concentus CEO & Founder, Erik Strid.
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 24 years and manages $2.7 billion in assets. The FT 300 Top RIAs hail from 37 states and Washington, D.C.
To access the full report, including the list of FT 300 RIAs, please click the link below:
This is the fourth 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 investment management industry.
More than 2,000 pre-screened RIA firms were invited to apply for consideration, based on their assets under management (AUM). Applicants that applied were then graded on six criteria: AUM, asset growth, 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.
The FT 300 is one in series of rankings of top advisers the FT produces in partnership with Ignites Research, including the FT 401 (DC retirement plan advisers) and the FT 400 (financial advisers from traditional broker-dealer firms).
About Concentus Wealth Advisors
As a family-based team of independent Registered Investment Advisors, Concentus Wealth Advisors is committed to helping high net worth families achieve their most important financial goals. Our advice goes well beyond the accumulation of assets to address virtually every aspect of their wealth. The detailed and disciplined process we follow with each client results in a personalized wealth management roadmap integrating investment strategy, family governance, estate planning, liability and life insurance solutions, philanthropic endeavors, real estate and more—for both today and tomorrow. Our completely objective and transparent service model allows us to act in a truly advisory and fiduciary capacity for our clients; each solution we present is drawn from the best of Wall Street and is presented entirely in the best interests of the families we serve. In today’s complex financial world, Concentus Wealth Advisors brings welcomed clarity, vision and results to our clients’ financial lives. For more information, please visit concentuswealth.com.