PRESS RELEASE
June 23, 2015
KANSAS CITY, MO. — Frontier Wealth Management, an independent SEC Registered Investment Advisory firm with $1.5 billion in AUM, is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers (“RIA”), as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S.
“It’s an honor to be recognized for our growth and achievements over the past year,” said Frontier CEO Nick Blasi. “The rapid growth we’ve accomplished over the last several months wouldn’t have been possible without the dedication of our employees and their commitment to a high level of client service.”
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 six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records.
The “average” FT 300 firm has been in existence for 23 years and manages $2.6 billion in assets. The 300 top RIAs hail from 34 states and Washington, D.C., and, on average, saw their total AUM rise by 18% in 2014.
FT 300 Disclosure:
The 2015 Financial Times Top 300 Registered Investment Advisers 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.