Richard Donnelly, president and founder of Donnelly Wealth Advisors, Inc., proudly announces that his firm was recently recognized as a Top Registered Financial Adviser by the Financial Times. The list recognizes top independent Registered Investment Adviser firms from across the U.S. This is the fourth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.
The FT 300 is one in series of rankings of top advisors by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers). Every year the Financial Times invites around 1,500 advisors to apply. Registered Investment Adviser firms applied for consideration, having met a minimum set of criteria. Applicants were 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. Of the 1,500, three hundred are chosen to be members of this elite group.
The final FT 300 represents an impressive cohort of elite Registered Investment Adviser firms, as the “average” practice in this year’s list has been in existence for 24 years and manages $2.7 billion in assets. The FT 300 Top Registered Investment Adviser firms hail from 37 states and Washington, D.C.