Disclosure

 

2016, Financial Times, "Top 300 Registered Investment Advisers"

Published June 16, 2016, this list is based on AUM, asset growth, the company’s age, industry certifications of key employees, online accessibility and SEC compliance records. Financial Times invited registered investment advisers who reported at least $300 million in assets to the SEC to complete a survey, and responses were considered in determining a company’s inclusion in the list. Ignites Research created the methodology and ranked the advisers.