Yeske Buie Named to 2015 Financial Times 300 Top Registered Investment Advisers
VIENNA, Va., June 18, 2015 /PRNewswire/ — Yeske Buie is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers list, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S.
This is the second annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. More than 2,000 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). The 630 RIA firms that applied were then graded according to six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records.
The “average” FT 300 firm has been in existence for 23 years and manages $2.6 billion in assets. The 300 top RIAs hail from 34 states and Washington, D.C., and, on average, saw their total AUM rise by 18% in 2014.
The FT 300 is one in a series of rankings of top advisers that the FT developed in partnership with Ignites Research: the FT 401 (DC retirement plan advisers); the FT 400 (financial advisers from traditional broker-dealer firms); and the FT 100 (women financial advisers). Elissa was named to the inaugural FT Top 100 Women Financial Advisers list in November, 2014. In compiling this list, FT set out to identify the 100 best women financial advisers in the U.S. The guiding principle was to assess advisers from the perspective of current and prospective investors.
About Yeske Buie: Yeske Buie is a wealth management firm providing financial planning and asset management to over 200 clients around the world. Yeske Buie helps individuals and families achieve their vision for their lives by harnessing the transformative power of financial planning. We develop creative strategies that are executed with the grounded wisdom that comes from taking an evidence-based approach to everything we do. We are known nationally for our volunteer service and our Principals’ writing and presentations on topics such as Evidence-Based Financial Planning, Policy-Based Financial Planning and Financial Planning Strategy Modes. We are also guided by our unique Live Big® philosophy, through which we help clients harness their material resources in service to what matters most to them. Live Big® – It’s about the size of your life, not the size of your wallet®.
FT 300 Disclosure: The 2015 Financial Times 300 Top Registered Investment Advisers is an independent listing produced by the Financial Times (June, 2015). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
SOURCE Yeske Buie