Polaris Greystone Financial Group, LLC, is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
We are proud to have been selected to the FT300, which according to the Financial Times, presents an "elite group" and "identifies the industry's best advisers while accounting for the firms different approaches and varied specializations."
The Financial Times methodology examines the database of investment advisers that are registered with the Securities and Exchange Commission and invites those investment advisers with $300 million or more of assets under management (AUM) to apply. The investment advisers that apply are then graded on six criteria: 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.
To see the full report, click here.
Disclosure: The Financial Times 300 Top Registered Investment Advisers 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. 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.