Truepoint Wealth Counsel Named to 2020 Financial Times 300 Top Registered Investment Advisers
July 30, 2020 – Truepoint Wealth Counsel 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.
“Truepoint is honored to be recognized by the Financial Times as one of the leading RIAs in the U.S.,” said Founder and CEO Michael J. Chasnoff. “For the past three decades, our services have evolved with the growing needs of our clients to incorporate tax preparation and estate planning. Yet, our commitment to creating peace of mind and possibility in our clients’ financial lives remains unchanged.”
This is the seventh annual FT 300 list, and 2020 marks the seventh year Truepoint has been named to the FT 300. “This continued recognition by the Financial Times affirms our belief in a collaborative team approach to wealth management,” said President Steve Condon. “We’ve always considered ourselves a different type of advisory firm by leveraging an ensemble team to connect the dots for our clients, especially during these unusual times in which we live.”
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. For more information on the FT300 award, including methodology follow this link: https://www.ft.com/content/6a45556e-6c21-4770-bc94-468fee0de563
About Truepoint Wealth Counsel
Since our founding in 1990, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible. We are fee-only fiduciaries and remain 100% employee-owned. We employ an evidence-based investment strategy. Tax planning and preparation and estate planning are core elements of our client experience and have been for years. And all our guidance is rooted in our clients’ personal values and goals as we connect all the dots to deliver peace of mind and possibility. As of March 31, 2021, the firm has $4.1 billion under management.