Nelson Roberts Named to 2015 Financial Times 300 Top Registered Investment Advisers

 
Our Firm June 22, 2015

Nelson Roberts Named to 2015 Financial Times 300 Top Registered Investment Advisers

Nelson Roberts Investment Advisors is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S.FT_400_Advisers_Logo_2015

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 graded based on their assets under management (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.

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