RegentAtlantic recognized by The Financial Times as one of the top 300 Independent Registered Investment Advisers of 2020
2min readWe are proud to announce that The Financial Times (FT) recognized RegentAtlantic as one of the top 300 Independent Registered Investment Advisers (RIA) of 2020. This seventh edition of the FT 300 assesses registered investment advisers (RIAs) on desirable traits for investors. RegentAtlantic is one of just nine New Jersey companies selected and one of seven that service all four client segments: retail, high net worth, ultra high net worth and institutional.
Criteria for FT 300 selection
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 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 series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).
Important Disclosure Information: The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 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. Over 750 qualified firms applied for the award, twenty (20) of which have offices in New Jersey, and 300 were selected (40%). 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.