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
Truepoint Wealth Counsel offers wealth management services that seek to create peace of mind and possibility. 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 June 30, 2020, the firm has $3.2 billion under management.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). 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. Over 750 qualified firms applied for the award, 300 of which were selected (40%). 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.