Financial Times has released its inaugural list of the top 300 Registered Investment Advisory firms in the U.S., the FT 300, and Thomas Wirig Doll is pleased to announce that we were included in that number.
More than 2,000 firms with at least $300 million in assets under management (AUM) were invited to apply for this honor, with just 15% ultimately selected for inclusion. Each firm was subject to a rigorous evaluation process, which assessed compliance records, AUM growth rate, years of experience, number of firm employees who hold leading industry certifications, and transparency (particularly accessibility of online information about the firm). According to the Financial Times, “In a field of outstanding financial professionals, the FT 300 should be considered a list of truly exceptional adviser firms.”
You can see the complete report and FT 300 list here.
Disclosure: This rating is not indicative of TWD’s future performance. The rating was compiled by the Financial Times and TWD did not pay any fees to participate in the survey. The criteria for selection and inclusion in the rating is also stated in the full report.