Truepoint Wealth Counsel Named to 2019 Financial Times 300 Top Registered Investment Advisers
July 2, 2019 – Truepoint Wealth Counsel is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
“We are honored by this recognition as one of the leading registered investment advisory firms in the country,” said CEO and Founder Michael J. Chasnoff. “As we approach our firm’s 30th anniversary, we remain committed to putting the needs of our clients first and fully integrating all facets of wealth management into the client experience. We are pleased to be recognized by the Financial Times for the sixth consecutive year.”
This is the sixth 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 asset management industry.
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 over 22 years and manages $4.6 billion in assets. The FT 300 Top RIAs hail from 37 states. For more information on the FT300 award, including methodology follow this link https://www.ft.com/content/44d2b2b2-6cef-11e9-9ff9-8c855179f1c4
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 strategy are a core element of our client experience and have been for years. And all our guidance is rooted in your personal values and goals. Let us connect all the dots in your financial life to deliver peace of mind and possibility. As of June 30, 2020, the firm has $3.2 billion under management.