A. Montag and Associates (d/b/a MONTAG) is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 22, 2017. 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 third straight year MONTAG has appeared on the list, having been previously named on the FT 300 list for 2015 and 2016.
The “average” FT 300 firm on this year’s list has been in existence for 24 years and manages $2.7 billion in assets.
The 300 top RIAs hail from 37 states and Washington, D.C. MONTAG was among 13 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 725 applicants that applied were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials of the firm’s advisors; 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 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 2017 Financial Times 300 Top Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.