CFM On FT Top 300 RIA List Again

CFM On FT Top 300 RIA List Again

Colorado Financial Management is pleased to announce it has been named to the 2019 edition of the “Financial Times 300 Top Registered Investment Advisers”. The list recognizes top independent RIA firms from across the U.S. and it is the fourth year in a row for Colorado Financial Management.

This is the sixth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. 

FT 300 Disclosure:

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.

 The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4.6 billion in assets. The FT 300 Top RIAs hail from 37 states.

Methodology

Using the database of RIAs registered with the US Securities and Exchange Commission as a starting point and then selecting those that reported $300m or more in assets under management (AUM) to complete a lengthy application. From over 2,000 qualifying RIA companies, 740 applied and 300 made the final list (40%). A full listing of the methodology is available here: https://www.ft.com/content/44d2b2b2-6cef-11e9-9ff9-8c855179f1c4

PLEASE NOTE: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Colorado Financial Management is engaged, or continues to be engaged to provide investment advisory services, nor should it be construed as a current or past endorsement of Colorado Financial Management by any of its clients. A rating may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the adviser’s or IAR’s clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Colorado Financial Management is not advertising a favorable rating without disclosing any unfavorable rating of Colorado Financial Management or facts that would call into question the validity of the rating.

CFM

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