Wealthstream Advisors Named to 2020 Financial Times 300 Top Registered Investment Advisers
August 4, 2020 | By Wealthstream Advisors Press
Press Release: From Wealthstream Advisors
Wealthstream Advisors, an independent boutique wealth management firm built on meaningful relationships with a select group of clients, announced today it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
“Since founding Wealthstream Advisors in 1996, it’s been a priority to contribute to our clients’ success by helping them live their best lives,” said Michael Goodman, founder, president, and principal of Wealthstream Advisors. “While our firm and client base continue to grow and evolve in a fast-paced market, our sense of purpose and desire to carry out our fiduciary responsibility remains as strong as ever. We are honored to have been recognized by the Financial Times for the fourth year in a row as one of the top firms in our industry.”
This year’s FT 300 represents an impressive cohort of RIA firms, as the median AUM of the 2020 group is $1.9 billion. The FT 300 Top RIAs represent 39 different states and Washington, D.C. Applicants are 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. >
The FT 300 list is produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.
Wealthstream Advisors is an independent boutique wealth management firm built on meaningful relationships with a select group of clients. Our roots go back to a practice founded in 1996 with the goal of offering comprehensive wealth management services.
Today, Wealthstream Advisors offers personalized, in-depth financial planning and unbiased investment management services. We are fiduciaries, bound by law to act in your best interest. Your Wealthstream team has years of experience in the financial industry and has earned designations and credentials, including Certified Financial PlannerTM practitioner, Certified Public Accountant, Chartered Financial Analyst®, and Personal Financial Specialist.
Wealthstream Advisors, Inc. (“Wealthstream”) is a registered investment adviser. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website,https://www.adviserinfo.sec.gov/Firm/129428. Past performance is not a guarantee of future results.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). 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.