IAG Wealth Partners Named to 2019 Financial Times 300 Top Registered Investment Advisers
By: IAG Wealth Partners
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;
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.
The FT 300 is one in series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers). For a complete list of firms recognized, visit the FT website at www.ft.com
IAG Wealth Partners has been serving individual and corporate clients in the greater Milwaukee and Lake Country areas as well as throughout the United States since 1985. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through IAG Wealth Partners, LLC, a registered investment advisor and separate entity from LPL Financial.