The list recognizes top independent RIA firms from across the U.S.
We are honored to be included in this select group of RIAs,” says Bryan Sullivan, the Chief Executive Officer at WealthSource. “Our firm was founded on the principle that people deserve financial advice that benefits them, not their financial advisor. This award is a recognition of our team’s commitment —and of the trust that our client families have put in us.”
This is the seventh annual FT 300 list. It is produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of its parent company, the Financial Times. Ignites Research provides business intelligence on investment management.RIA firms apply for consideration and are 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. Neither performance nor client experience is considered. In 2020, 760 RIA firmsapplied for consideration of which 39% made the final list. There are no fees or other considerations required of RIAs that apply for the FT 300.The final FT 300 represents an impressive cohort of elite RIA firms, as the median AUM of this year’s group is $1.9 billion. The FT 300 Top RIAs represent 39 different states and Washington, D.C.The FT 300 is one in a series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisors) and the FT 400 (broker-dealer advisors).
WealthSource is on a mission to guide clients to a place of financial clarity and confidence —so that they can focus on the things that really matter. WealthSource offers financial planning services, retirement planning, investment portfolio management, estate planning, tax planning, and private client services in offices across the United States. For more information about WealthSource, please contact Bryan Sullivan at (805) 546-1000 or email@example.com.