Financial Times Recognizes Litman Gregory as an Elite RIA in 2018 Report

July 6, 2018

Litman Gregory Asset Management is pleased to announce that it has been named to the Financial Times list of 300 Top Registered Investment Advisers for 2018. The FT 300 recognizes top independent RIA firms from across the United States.

“We are honored to be recognized as one of the elite RIA firms in the nation,” said Litman Gregory CEO Steve Savage. “This is a great group of firms that share a belief in the importance of aligning the interests of advisors with their clients. We are proud to be one of the pioneers of this model where everything we do is about helping clients achieve financial success.”

The FT 300 report grades firms based on the following factors: assets under management (AUM), AUM growth rate, years in existence, advanced industry credentials of the firm’s advisors, online accessibility, and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

The median firm in this year’s report manages $1.7 billion in assets and has 13 people involved in providing investment advice.

Litman Gregory is a boutique wealth management firm that has been helping high-net-worth individuals, families, and nonprofits plan for and reach their financial goals for more than three decades. The firm manages or directs over $7.7 billion in assetsthrough our affiliated companies (as of 3/31/18).

View the full report here.

 

 

*THE LITMAN GREGORY COMPANIES THAT MANAGE ASSETS INCLUDE LITMAN GREGORY ASSET MANAGEMENT, LLC AND LITMAN GREGORY FUND ADVISORS, LLC.
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.