July 30, 2020 | Congress Wealth Management LLC (“CWM”) is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes independent RIA firms from across the U.S. This is the fourth time in the past five years that CWM has been given this honor. Hundreds of RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility.
The complete list can be viewed here: https://www.ft.com/reports/300‐top‐investment‐advisers
Congress Wealth Management LLC is a Boston‐based, SEC‐registered independent investment management firm, developing innovative wealth solutions for high‐net‐worth individuals, families, foundations and endowments. Our Financial Advisors take a personalized approach to relationship management, and interactions are always tailored to the preferences of each client.
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, 300 of which 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. This rating by the Financial Times is not indicative of our future performance and may not be representative of any one client’s experience.