financial times

Pure Financial Ranks in Financial Times Top 300 Registered Investment Advisors (RIA)

June 2014

Methodology: More than 2,000 firms were reviewed for Financial Times’ top RIA rankings. Each firm filled out a lengthy application giving more information about their practices. The information was augmented with Financial Times’ own research into the practices. The formula used to grade advisors was based on six broad factors that calculated a numeric score for each advisor. Areas of consideration include: assets under management, asset growth, the firm’s years in existence, industry certifications of key employees at the firms, SEC compliance records and online accessibility.

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