CWM Named to 2020 Financial Times 300 Top Registered Investment Advisers

Circle Wealth Management is thrilled to announce it has been named once again to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes an impressive cohort of elite, independent RIA firms from across 39 different states and Washington, D.C.

The FT 300 list is produced independently on behalf of the Financial Times by Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.

RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: 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.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if CWM is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, CWM did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of CWM by any of its clients.

Top