• Skip to main content
  • Skip to primary sidebar
  • Skip to footer
MENUMENU
  • Home
  • About Us
    • Our Philosophy
    • Choosing a Financial Planner
    • Legal and Regulatory
    • Team
    • Careers
    • Awards & Recognition
    • Contact Us
  • Our Services
    • Financial Planning
    • Ongoing Financial Guidance
    • Portfolio Management
  • Financial Planning Basics
    • Retirement Planning and Cash Flow
    • Social Security
    • Taxes
    • Insurance & Risk Management
    • Investments
    • 401(k)
    • Real Estate
    • College
    • Liquidity
    • Divorce
    • Estate Planning
    • Sensible Updates
  • Resources
    • Blog
    • Webinars
    • Videos
    • Financial Planning Guidebook
    • Senior Living Options Event
    • Primers
    • Financial Planning Links
    • Client Login
  • Contact Us
Sensible Financial Planning

Sensible Financial Planning

Follow Us

  • Facebook
  • LinkedIn
  • Twitter
Client Login

Call Us Today
781-642-0890

Sensible Financial Planning Recognized as 2017 Financial Times 300 Top Registered Investment Adviser

by Sensible Staff
June 22, 2017

Top Registered Investment AdviserWaltham, MA, and San Diego – June 22, 2017 – Sensible Financial Planning and Management announced today it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent Registered Investment Advisors (RIA) firms from across the U.S.

This is the fourth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the Financial Times that provides business intelligence on the investment management industry.

“The FT 300 list is a useful tool for investors looking to connect with a credible and experienced advisor,” said Sensible Financial founder Rick Miller. “The Financial Times team weighs a number of factors in assembling the list, including asset growth, experience, certifications, and SEC compliance.” The FT invited more than 1500 RIA companies with more than $300 million in assets under management (AUM) to complete a lengthy application. This information was combined with the FT’s own research into the companies’ practices, including data from regulatory filings. Applicants were graded on six factors: AUM; AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records.

According to the Financial Times, “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 24 years and manages $2.7 billion in assets.” The FT 300 Top RIAs hail from 37 states and Washington, D.C.

About Sensible Financial

Sensible Financial Planning and Management was founded in Waltham, Massachusetts in 2002 to make state-of-the-art, unbiased and personalized financial advice more widely available, especially to people who haven’t been comfortable using a financial advisor. The team specializes in providing objective financial planning and investment management with the goal of helping clients attain their most important goals through all of life’s stages. Learn more at SensibleFinancial.com

About the FT 300

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2017). 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.

###


To speak with someone from Sensible Financial about your financial future, click here.

More articles by Sensible Staff Filed Under: Sensible Updates Tagged With: Company Updates

Primary Sidebar

Sign up for our newsletter

Recent Posts

The picture is of a page in a dictionary since this article is a glossary of bond terms.

Glossary – Bonds

Those who work with bonds have their own vocabulary. We’ve pulled together this handy glossary to clarify the terminology surrounding bonds.

The picture is of pastry decorating tips to represent financial tips.

Sensible Financial Tips (part 3)

For our 20th anniversary, the Sensible staff came up with financial tips to share. This article deals with investing and charitable giving.

Categories

  • Estate Planning
  • Financial Planning Basics
  • Financial Planning Videos
  • Insurance & Risk Management
  • Investments
  • Retirement Planning and Cash Flow
  • Sensible Updates
  • Taxes

Topics

Annuities Bonds Charitable Giving College Planning Company Updates Credit Health Disability Insurance diversification Divorce Economy estate planning Federal Reserve Financial Goals Financial IQ financial planning Financial Strategy financial tips Forbes.com inflation Investments Investment Strategy IRA Legislation Liquidity Long-Term Care market impact Medicare Mortgage Older Adult Living Recommended Books remote work retirement Retirement Choices retirement planning Retirement Savings Risk Management savings Securities Social Security Social Security benefits Spousal benefits Staff News Stock Market Stocks sustainable portfolios

authors

Chris Andrysiak Chuck Luce Edward Samp Frank Napolitano Gyb Spilsbury Josh Trubow Laura Williams Marie St. Clare Rick Fine Rick Miller Sensible Staff Tom Sadtler

Footer

Services

  • Financial Planning
  • Financial Guidance
  • Portfolio Management

About Us

  • Our Philosophy
  • Team

Resources

  • Blog
  • Financial Planning Guidebook
Sign up for our Newsletter
Awards & Recognition

Follow Us

  • Facebook
  • LinkedIn
  • Twitter

Locations

Massachusetts

203 Crescent Street, Suite 404

Waltham, MA 02453

Phone: (781) 642-0890
Fax: (781) 810-4830

 

California

600 B Street, Suite 300

San Diego, CA 92101

Phone: (619) 573-4131​

Disclaimer

This content reflects the opinions of Sensible Financial®. We may change it at any time without notice. We provide this content for informational purposes only. Although we endeavor to keep the information up-to-date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability for a particular purpose or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. We do not intend the information contained in this website as investment advice and we do not recommend that you buy or sell any security. We do not guarantee that our statements, opinions or forecasts will prove to be correct. Past performance does not guarantee future results. You cannot invest directly in any index. If you attempt to mimic the performance of an index, you will incur fees and expenses which will reduce returns. All investing involves risk. You can lose any money you invest. There is no guarantee that any investment plan or strategy will succeed.

More important additional information and full disclaimer.

Copyright © 2022 Sensible Financial · All Rights Are Reserved
Legal Disclosure