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FT 300 list recognizes top independent Registered Investment Advisors (RIA) firms from across the U.S. The list is 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 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. Payment was not required, nor given, to be included in the list.
AdvisoryHQ.’s 2017 Ranking of the Top 10 Wealth Advisors in San Diego is designed to provide objective, comprehensive research to help the everyday consumer make informed financial decisions. To compile the list, AdvisoryHQ conducted a detailed analysis of advisors and wealth management firms in San Diego, using its “Top Down” Advisor Selection Methodology, which is based on a wide range of factors including: fiduciary duty, independence, transparency, level of customized service, history of innovation, quality of services provided, team excellence, and years of experience. Firms do not pay a fee to be included in the rankings and aren’t made aware that they are being reviewed until after AdvisoryHQ’s reviews are completed and published. No clients were interviewed as part of the review process.