A. Montag and Associates (d/b/a “MONTAG Wealth Management”) is pleased to announce it has once again been named to the Financial Times 300 Top Registered Investment Advisers, as of June 27, 2019. The list recognizes top independent RIA firms from across the U.S.
The FT 300 list is produced independently by the Financial Times Ltd. in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. This is the MONTAG’s fourth appearance on the list.
The median advisory FT 300 firm on this year’s list manages $1.7 billion in assets and has been in business for 22 years. MONTAG, celebrating 37 years since its founding in 1982, manages approximately $1.8 billion in client assets as of March 31, 2019.
The 300 top RIAs hail from 37 states. MONTAG was among 15 top RIAs located in Georgia.
More than 2,000 pre-screened RIA firms were invited to apply for consideration, based on their assets under management (AUM). The 740 firms that applied were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
The FT 300 is one in a series of rankings of top advisers the FT produces in partnership with Ignites Research, including the FT 401 (DC retirement plan advisers) and the FT 400 (financial advisers from traditional broker-dealer firms).
FT 300 Disclosure:
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). 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.