Dynasty Private Wealth

Dynasty Wealth Management, LLC Named to 2015 Financial Times 300 Top Registered Investment Advisers

June 18, 2015

June 18, 2015 – Dynasty Wealth Management, LLC is pleased to announce that for the second year in a row it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S.

This is the second 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 investment management industry. More than 2,000 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). The 630 RIA firms that applied were then graded six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records.

The “average” FT 300 firm has been in existence for 23 years and manages $2.6 billion in assets.
The 300 top RIAs hail from 34 states and Washington, D.C., and, on average, saw their total AUM rise by 18% in 2014.

The FT 300 is one in series of rankings of top advisers that the FT developed in partnership with Ignites Research: the FT 401 (DC retirement plan advisers); the FT 400 (financial advisers from traditional broker-dealer firms); and the FT 100 (women financial advisers).

 

The 2015 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2015). 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.

 

Important Notice

Dynasty Financial Partners is a U.S. registered trademark of Dynasty Financial Partners LLC (“Dynasty”). Dynasty is a brand name and functions through Dynasty’s wholly owned subsidiary Dynasty Wealth Management, LLC when distributing investment advice. Dynasty Wealth Management, LLC is a registered investment adviser with the Securities and Exchange Commission. A copy of Dynasty Wealth’s current written disclosure statement discussing our advisory services and fees is available for your review upon request. This message is intended for the exclusive use of Dynasty Network Advisors for educational purposes. It is not intended for any other persons, clients or other entities. It should not be construed as an attempt to sell or solicit any products or services of Dynasty or investment strategy, nor should it be construed as legal, accounting, tax or other professional advice. Information contained herein is based on sources believed to be reliable, but Dynasty gives no representation s or warranties as to the accuracy of such information.

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