REDW Wealth is pleased to announce that it has made the Financial Times’ FT 300 Top Registered Investment Advisors (RIA) list* for the fourth year in a row. REDW Wealth is the only New Mexico-based firm to be included.
REDW Wealth is an SEC registered subsidiary of REDW LLC, one of the Southwest’s 10 largest certified public accounting and business consulting firms. REDW LLC has offices in Albuquerque and Phoenix.
“To put it simply, our success comes from the clients we serve. We are truly honored to have our growth and expertise recognized by the Financial Times,†said Paul Madrid, Principal and Head of REDW Wealth. “To be selected as one of the top registered investment advisory firms, out of more than 2,000 across the nation, shows the level of high-quality service our talented team provides our clients.â€
More than 2,000 qualifying registered investment advisor (RIA) firms were invited to apply. To qualify, a RIA firm must have reported to the US Securities and Exchange Commission that they had $300 million or more in assets under management (AUM). Applicants were graded on six factors: their AUM; AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.
To learn more about REDW Wealth visit REDWWealth.com.
*FT 300 Disclosure:
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June, 2018). 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.
