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
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, 2019, the firm has $3 billion under management.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.