Top Financial Advisers 2017
- July 07, 2017
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We are thrilled to share that for the second year in a row, The Financial Times has named O’Brien Wealth Partners one of the 300 Top Registered Investment Advisers (RIAs) in 2017. The list recognizes top independent RIA firms from across the U.S.
The Financial Times invited more that 2000 RIA firms to apply for consideration for this fourth annual FT 300 list. Firms were evaluated 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.
We are pleased to be included in this group and recognize that we will continue to excel only if we always keep our focus on providing excellent investment management and financial planning services, maintaining and enhancing our industry credentials, and helping our clients achieve their financial and life goals.
We invite you to read the full report: 2017 Financial Times Top 300 Investment Advisers