Warren Averett Asset Management, LLC is proud to announce it has been ranked as one of the Top Fee-Only Wealth Management Firms in the country by CNBC.
“We are excited that CNBC has recognized us for the second year in a row,” said Josh Reidinger, President of Warren Averett Asset Management. “We are grateful to our clients, who have placed their trust in us, and enjoy helping our clients thrive and achieve their ﬁnancial goals.”
CNBC recognized Warren Averett Asset Management as the 47th firm among the Top 100 Fee-Only Firms in the nation. CNBC, along with Meridian-IQ, created the following ranking methodology for its Top 100 Fee-Only Wealth Management Firms rankings. Scores were weighted according to a proprietary formula to arrive at a final total rank. Criteria included assets under management, staff with professional designations such as a CFP or CFA, working with third-party professionals such as attorneys or CPAs, average account size, client segmentation, growth of assets, years in business, number of advisory clients and providing advice on insurance solutions. View the full article here.
The Firm has also been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S. View the full 2015 FT 300 listing here.
“We are pleased to be recognized on the Financial Times Top 300 list,” said Reidinger. “Our focus is to enhance our ability to deliver high-quality, valued solutions to our clients, allowing them to achieve their ﬁnancial goals. We are confident that as our clients thrive, we will also continue to thrive as a firm.”
This is the second annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. More than 2,000 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). The 630 RIA firms that applied were then graded using six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records.
About Warren Averett Asset Management, LLC
Offering personal wealth management, family office, retirement plan and institutional consulting services, Warren Averett Asset Management advises on assets in excess of $1.8 billion and is an independent Registered Investment Advisor (RIA). Warren Averett Asset Management offers clients collaborative investment, tax, estate and financial planning services, through a team of 30-plus professionals who hold many of the industry’s most prestigious credentials.
FT 300 Disclosure:
The 2015 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2015). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.