RICHMOND, Va.--(BUSINESS WIRE)--Cary Street Partners today announced that the firm has been named to the 2020 edition of the Financial Times (“FT”) 300 Top Registered Investment Advisers. This list recognizes top independent RIA firms across the United States.
“Cary Street Partners is honored to be recognized again by the Financial Times as a leading wealth management firm,” said Joseph R. Schmuckler, Chief Executive Officer of Cary Street Partners. “Being named to the FT 300 reflects our commitment to a higher standard in serving our clients. I am proud of our advisors and the partnership culture we have built at Cary Street Partners.”
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.
About Cary Street Partners
Founded in 2002, Cary Street Partners Financial LLC is a leading independent wealth management firm operating across the United States. Cary Street Partners works with families to meet their goals and objectives by providing comprehensive planning and investment advice in a culture dedicated to independence and objective thinking. Cary Street Partners supports our advisors with state-of-the-art technology, performance reporting, infrastructure support, compliance, marketing and transition services.
For more information, please visit carystreetpartners.com.
Cary Street Partners is the trade name used by Cary Street Partners LLC, Member FINRA/SIPC; Cary Street Partners Investment Advisory LLC and Cary Street Partners Asset Management LLC, registered investment advisors with the Securities and Exchange Commission. All entities are wholly owned subsidiaries of Cary Street Partners Financial LLC.