NEW YORK, N.Y. /New York Netwire/ — KFWA is pleased to announce it has been named to the 2018 edition of the FT 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
This is the fifth annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.
In order to be considered for inclusion, RIAs must apply and meet a minimum set of criteria. Applicants are 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. Rankings are objective, and the FT receives no remunerations or fees from RIAs.
“KFWA is honored to be included in this impressive group of elite RIA firms, where the ‘average’ practice in this year’s list has been in existence for over 22 years and manages $4 billion in assets,” said Kenneth D. Pollinger, CEO and Co-Chairman of KFWA. The FT 300 Top RIAs hail from 38 states and Washington, D.C.
Klingenstein Fields Wealth Advisors, a leading wealth management firm with more than $3 billion in assets under management, provides comprehensive wealth planning and investment management for high net worth individuals and families throughout the country.
The FT 300 is one in a 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).
More information: http://www.klingenstein.com/.
News Source: Klingenstein Fields Wealth Advisors