Insights

Balentine Named to 2017 Financial Times "300 Top Registered Investment Advisers"

By
No items found.
June 22, 2017
Share this post

Balentine is pleased to announce it has been named to the 2017 edition of the Financial Times "300 Top Registered Investment Advisers"; this is Balentine's fourth-consecutive recognition. The list recognizes top independent RIA firms from across the U.S.

This is the fourth 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.

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 24 years and manages $2.7 billion in assets. The FT 300 Top RIAs hail from 37 states and Washington, D.C.

No items found.

Browse our collection of resources from trusted thought leaders.

Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more.

OBBBA and Your Portfolio: Four Key Shifts

From tax relief for small businesses to stricter clean energy rules and new defense spending, OBBBA is reshaping the investment landscape. Our Investment Strategy Team breaks down four areas of impact—and why fundamentals remain the ultimate driver of results.

Are Blind Spots Holding You Back?

Chairman Robert Balentine’s latest Forbes article reveals the hidden pitfalls leaders often overlook—and how to move past them to lead with clarity and impact.

Tariffs Are Here

More than four months after "Liberation Day," our Investment Strategy Team discusses the current trade landscape, highlighting how OBBB could create a more strategic, partnership-driven trade era.