Cornerstone Advisory Named to 2017 Financial Times 300 Top Registered Investment Advisers

6/25/17

Cornerstone Advisory is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA 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.

RIA 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. There are no fees or other considerations required of RIAs that apply for the FT 300.

The final FT 300 represents an impressive cohort of elite RIA 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 RIAs hail from 37 states and Washington, D.C.

About Cornerstone Advisory

Cornerstone Advisory is a wealth management company that provides family office services, philanthropic advice, cash flow management, risk management, estate planning, and retirement planning. The firm’s advisors are all fiduciaries with the desire and legal obligation to work in the best interest of their clients. Cornerstone Advisory invests in mutual funds, ETFs, ETNs, closed end funds, and alternative investments. The firm provides a consistent, thoughtful, intelligent approach with an aim to protect principal and grow wealth. Cornerstone Advisory is located in Hunt Valley and Arnold, Maryland.

It's on us. Share your news here.

Submit your stories and articles to citybizlist today.