Member Benefits
Cornerstone Partners
Member News
Submit Your Press Release
Membership FAQ
Join

Membership
Join Now!

FEATURED PRODUCTS

Health Care Savings
Employment Posters
Office Solutions

Lakeside Wealth Management: Named to 2018 Financial Times 300 Top Registered Investment Advisors (Chesterton)

2018-07-06T15:57:01+00:00July 5th, 2018|

Lakeside Wealth Management is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisors. The list recognizes top independent RIA firms from across the U.S.

This is the fifth 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 billion in assets. The FT 300 Top RIAs hail from 38 states and Washington, D.C.

The FT 300 is one in series of rankings of top advisors by the Financial Times, including the FT 401 (DC retirement plan advisors) and the FT 400 (broker-dealer advisors).

Investment Advisor Representative offering services through Lakeside Wealth Management Group, LLC Registered Representative offering securities through First Allied Securities, Inc. A Registered Broker/Dealer Member FINRA/SIPC Lakeside Wealth Management Group, LLC and First Allied Securities, Inc. are not affiliated companies