“We are particularly honored to be included on the Financial Times 300 Top Registered Investment Advisers list in 2020, as we celebrate our firm’s 50th anniversary,” said Malcolm Butler, president and CEO of The Fiduciary Group. “Our team is deeply grateful for the opportunity to serve our clients and to help them achieve their financial goals through strategic, long-term planning.”
The Financial Times 300 list represents an impressive cohort of elite RIA firms from across the United States. For this annual award, firms are evaluated on six key factors: assets under management (AUM), AUM growth rate, number of years in business, advanced industry credentials of the firm’s advisers, online accessibility and compliance records.
The seventh annual Financial Times 300 list is produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary providing asset management industry business intelligence. The Financial Times 300 is one in a series of rankings of top advisers by the Financial Times, including the FT 401, which focuses on retirement plan advisors, and the FT 400, which recognizes broker-dealer advisers.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2020). 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.