Advance Capital Management Named to 2019 Financial Times 300 Top Registered Investment Advisers
Southfield, MI, June 29, 2019 --(PR.com)-- For the third year in a row, Advance Capital Management, has been named as a Financial Times 300 Top Registered Investment Adviser. The list recognizes top independent RIA firms from across the U.S.
“We’re honored to be named a top financial adviser in the U.S. and especially proud to have done it for three consecutive years,” said Joe Theisen, chief executive officer of Advance Capital Management. The firm was also named to the list in 2017 and 2018.
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 intelligence on the asset management industry.
RIA firms applied for consideration, having met a minimum set of criteria. 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. There are no fees or other considerations required of RIAs that apply for the FT 300.
“The achievement is the direct result of putting our clients’ best interest first,” Theisen said. “We can’t thank our clients enough for their support.”
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 over 22 years and manages $4.6 billion in assets. The FT 300 Top RIAs hail from 37 states.
Advance Capital Management has $2.6 billion in assets under management and over 5,000 investment advisory clients. It is one of only a handful of Michigan-based firms on the list. The firm also has offices in Ohio and Illinois.
About Advance Capital Management
For more than 30 years, Advance Capital Management has helped thousands of people with personalized financial planning and investment management services. Advance Capital Management has $2.6 billion in assets under management and over 5,000 investment advisory clients. Headquartered in Southfield, MI, it also has offices located in Grand Rapids, MI, Independence, OH, and Lisle, IL. InvestmentNews magazine named Advance Capital Management a Top Fee-Only RIA and one of the Best Places to Work for Financial Advisers. The firm has also been recognized as one of the largest money managers in metro Detroit by Crain's Detroit Business, largest RIAs by Crain’s Cleveland Business, and top area wealth management firms by Grand Rapids Business Journal.
“We’re honored to be named a top financial adviser in the U.S. and especially proud to have done it for three consecutive years,” said Joe Theisen, chief executive officer of Advance Capital Management. The firm was also named to the list in 2017 and 2018.
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 intelligence on the asset management industry.
RIA firms applied for consideration, having met a minimum set of criteria. 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. There are no fees or other considerations required of RIAs that apply for the FT 300.
“The achievement is the direct result of putting our clients’ best interest first,” Theisen said. “We can’t thank our clients enough for their support.”
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 over 22 years and manages $4.6 billion in assets. The FT 300 Top RIAs hail from 37 states.
Advance Capital Management has $2.6 billion in assets under management and over 5,000 investment advisory clients. It is one of only a handful of Michigan-based firms on the list. The firm also has offices in Ohio and Illinois.
About Advance Capital Management
For more than 30 years, Advance Capital Management has helped thousands of people with personalized financial planning and investment management services. Advance Capital Management has $2.6 billion in assets under management and over 5,000 investment advisory clients. Headquartered in Southfield, MI, it also has offices located in Grand Rapids, MI, Independence, OH, and Lisle, IL. InvestmentNews magazine named Advance Capital Management a Top Fee-Only RIA and one of the Best Places to Work for Financial Advisers. The firm has also been recognized as one of the largest money managers in metro Detroit by Crain's Detroit Business, largest RIAs by Crain’s Cleveland Business, and top area wealth management firms by Grand Rapids Business Journal.
Contact
Advance Capital Management
Jacob Schroeder
800-345-4783
www.acadviser.com
Jacob Schroeder
800-345-4783
www.acadviser.com
Contact
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