Park Piedmont Advisors Named to 2019 Financial Times 300 Top Registered Investment Advisers
June 27, 2019 – Park Piedmont Advisors is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes independent RIA firms from across the U.S.
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 information on the investment advisory industry.
There are no fees or other considerations required of RIAs that apply for the FT 300. To create the FT 300, the Financial Times contacted approximately 3,500 pre-screened advisory firms that met baseline criteria, and received 750 applications. 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.
We are grateful to be awarded this recognition — as we are grateful to serve each of our clients.
Founded in 2003 as an alternative to the Wall Street advisory model, Park Piedmont Advisors is an independent, multigenerational, family-owned RIA firm. Drawing on decades of experience, we provide thoughtful, straightforward investment and financial advice and education to families and the retirement plans of small businesses.
PPA maintains offices in Manhattan, the San Francisco Bay Area, and Chicago and our advisors work with clients across much of the country.
Third-party rankings from Financial Times are no guarantee of future investment success. Working with a highly-ranked advisor does not ensure that a client or prospective client will experience a higher level of performance. Rankings are based on information prepared and submitted by the advisor. A more thorough disclosure of the criteria used in making these rankings is available upon written request to the advisor.