CHICAGO--(BUSINESS WIRE)--Huber Financial Advisors, LLC, an independent wealth management firm, today announced that 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.
“We’re thrilled to be included among the top 300 registered investment advisors by the Financial Times,” said Dave Huber, CFP®, chief executive officer of Huber Financial Advisors. “For almost 30 years, we’ve been helping our clients reach their goals by partnering with them to effectively manage the complexities of their financial lives. It has been an honor to serve in this role.”
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.
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).
About Huber Financial Advisors, LLC
Huber Financial Advisors, LLC, an independent wealth management firm with offices located in Lincolnshire and Chicago, Illinois, is an investment advisor registered with the Securities and Exchange Commission. As of Feb. 28, 2017, the firm had regulatory assets under management of approximately $1.2 billion consisting of high net worth individuals, pension plans/profit sharing plans, charitable organizations and corporations. More information is available at www.huberfinancial.com.
The FT 300 was produced independently by the Financial Times in collaboration with Ignites Research. 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. Huber Financial does not compensate the sponsoring organization for such recognitions or pay to participate in rankings of any kind. Huber Financial’s inclusion and depiction on a ranking is determined by the sponsoring organization. The firm’s inclusion and placement within a recognition is subject to change at the discretion of the sponsoring organization.