In The News
Windsor Named to 2020 Financial Times 300 Top Registered Investment Advisers
July 30, 2020 – Windsor Wealth Management is pleased to announce it has been named to the 2020 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 seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.
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 median AUM of this year’s group is $1.9 billion. The FT 300 Top RIAs represent 39 different states and Washington, D.C.
The FT 300 is one in series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).
Windsor Recognized in Top 300 RIA Firms Nationwide
INDIANAPOLIS, IN – The Windsor Group is honored to be recognized for a second consecutive year as a Top 300 Registered Investment Advisor (RIA) in the United States as published by the Financial Times. Firms included in this year’s distinguished listing are located across 38 states and Washington, D.C. The final list represents an impressive collection of elite independent RIA firms, with the average firm being in business for 22 years and managing over $4 billion in assets. We are humbled to be included in this esteemed group of wealth management firms.
Finalist firms 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 regulatory compliance records. There were no fees or other considerations required by firms to be consider in applying for the Top FT 300.
We thank you, our clients and professional networks, for the trust and confidence you place in our firm. Whether you just began working with The Windsor Group or you are long-standing clients, partners or friends, we know this honor is not possible without your loyalty, recommendations and referrals. Our work is, and has always been, defined by the clients we serve. Our entire team commits to serve you in the most professional manner with the highest degree of independence, objectivity and responsiveness. We look forward to continuing this terrific journey together.