Financial Times Names Beaumont Financial Partners to 2018 List of Top U.S. Registered Investment Advisors

On June 28, 2018 the Financial Times released its fifth-annual list of America’s top 300 registered investment advisors (RIAs). Firms were graded on six quantifiable, objective factors resulting in a numeric score. These factors are:

  • Assets Under Management (AUM)
  • AUM growth rate
  • Number of years in existence
  • SEC Compliance record
  • Advanced Industry Credentials of the firm’s advisers
  • Online accessibility

Accessing the SEC database of companies with more than $300M under management, the Financial Times invited over 2,000 RIAs to complete an application; approximately 725 met the minimum criteria and applied for consideration, from which the final 300 were selected.

The Financial Times does not rank companies within the group of 300, instead presenting them as an elite group, to which Beaumont Financial Partners is pleased to belong.  Read the full story here.

 

This 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. 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.