Polaris Greystone Financial Group, LLC, is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers (RIAs) for the second consecutive year. 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: AUM; AUM growth rate; company's years in existence; compliance record; industry certifications; and online accessibility.
To see the full report, click here.
Disclosure: The 2016 Financial Times 300 Top Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2016). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT's research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Inclusion in the FT 300 is based on the criteria cited, is not representative of any client or group of client’s experience and is not an endorsement of any of the advisors mentioned. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.