New York, July 30, 2020 – Wealthspire Advisors, an NFP company and independent registered investment advisor (RIA), is pleased to announce it has been named to the 2020 Financial Times 300 (FT 300), a list recognizing top RIAs across the US. Wealthspire Advisors was formed in 2019 through the combination of Sontag Advisory and Bronfman Rothschild, both of which were included in the FT 300 in previous years. This is the first year Wealthspire Advisors could be considered for the list, a reflection of the continued success of the firms as a combined entity.
Qualified list applicants were 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. There are no fees or other considerations required of RIAs that apply for the FT 300.
The 2020 FT 300 represents an impressive cohort of elite RIA firms, as the median AUM of this year’s group is $1.9 billion. The RIAs on the FT 300 represent 39 states and Washington, D.C.
“Being included in the Financial Times list is an honor and a testament to the collaboration and performance of our talented team,” said Wealthspire Advisors CEO Mike LaMena. “The Wealthspire team remains very grateful for the opportunities we have to serve our clients. We are working harder than ever to drive growth and help them navigate to their goals, especially during these challenging times.”
This is the seventh annual FT 300 list, produced independently by Ignites Research on behalf of the Financial Times. Ignites Research, a division of Money-Media, Inc., provides business intelligence on investment management.
The full list can be accessed on the Financial Times site at ft.com.
About Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisory firm with 12 offices in 8 states throughout the East Coast and Midwest. Our advisors value connecting all parts of clients’ financial life to deliver thoughtful, collaborative strategies to help optimize and guide their finances and goals. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner for clients to gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 5,600 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 6th largest US-based privately owned broker, 5th largest benefits broker by global revenue and 7th best place to work in insurance (Business Insurance); 10th largest property and casualty agency (Insurance Journal); and 13th largest global insurance broker (Best’s Review).
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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.