Truepoint Wealth Counsel Named to 2016 Financial Times 300 Top Registered Investment Advisers
June 27, 2016 – Truepoint Wealth Counsel is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers for 2016. The list recognizes top independent RIA firms from across the U.S.
“We are pleased to be named once again to the FT 300,” said CEO and Founder Michael J. Chasnoff. “This recognition reflects the confidence our clients have placed in our firm and the uniquely comprehensive service delivered by our integrated team of specialists and wealth advisors.”
This is the third consecutive year Truepoint has been named to the FT 300, following a string of recent national awards recognizing the wealth management firm. In January 2016, Financial Planning recognized Truepoint on its 2016 Top 150 Registered Investment Advisors List, and Truepoint was named to Barron’s Top 100 Independent Advisors for the fifth time in 2015.
This is the third annual FT 300 list, produced independently by the Financial Times Ltd. in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. More than 1,500 pre-screened RIA firms were invited to apply for consideration, based on their assets under management (AUM). Applicants that applied were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials of the firm’s advisors; online accessibility; and compliance records. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.
The “average” FT 300 firm has been in existence for 22 years and manages $2.6 billion in assets. The 300 top RIAs hail from 34 states and Washington, D.C.
About Truepoint Wealth Counsel
Truepoint Wealth Counsel offers wealth management services that seek to deliver clarity and confidence to our clients’ lives. As part of our fiduciary responsibility, we always place clients first in helping them achieve financial wellness. Our in-house teams dedicated to the financial disciplines of investment management, financial planning, tax management, estate planning and risk management work together to deliver unbiased advice and customized service. Founded by Michael J. Chasnoff in 1990 as one of the first fee-only wealth management firms in the greater Cincinnati area, Truepoint is 100% employee-owned. As of March 31, 2016, the firm has $2.113 billion under management. Learn more at TruepointWealth.com.
The 2016 Financial Times Top 300 Registered Investment Advisers is an independent listing produced by the Financial Times. The FT 300 is based on data gathered from Firms, assets under management (“AUM”), AUM growth rate, years in existence, compliance record, industry certification (CFP, CFA etc…) and online accessibility. Around 2,000 Firms are invited to participate. Neither firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
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.