Financial Times Names Litman Gregory to 2019 Top RIA List

Litman Gregory is pleased to share that our firm has been recognized in numerous financial services industry lists and rankings from publications including the San Francisco Business Times, Financial Advisor Magazine, and most recently the Financial Times. In 2018 and now 2019, Litman Gregory Asset Management was named to the Financial Times 300 Top Registered Investment Advisers list, a report that selects and recognizes top independent RIA firms from across the United States.

“We are honored to be included on the FT 300 list for the second year in a row,” said Alice Lowenstein, CFP®, Managing Director of Wealth Management Services and Principal at Litman Gregory. “Our team is committed to excellence in serving individuals, families, and nonprofits. Receiving this recognition within our industry, and among our peers, is a validation of the passion and integrity behind our work to make a positive difference in the lives of our clients.”

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 15 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 $6.8 billion in assets^* through our affiliated companies (as of 3/31/19).

View the full report here.

 

DISCLOSURE

This report is solely for informational purposes and shall not constitute an offer to sell or the solicitation to buy securities. The opinions expressed herein represent the current views of the author(s) at the time of publication and are provided for limited purposes, are not definitive investment advice, and should not be relied on as such.

Recent Company Awards:

 

	FT 300: Top Registered Investment Advisers 2018 and 2019
	SF Business Times Wealth Management List 2018 and 2019
	Financial Advisor Magazine Top RIAs 2015-2019

 

 

 

*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 2019). 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. 

THE SAN FRANCISCO BUSINESS TIMES WEALTH MANAGEMENT LIST IS INDEPENDENTLY COMPILED BY SAN FRANCISCO BUSINESS TIMES. THE LIST IS DERIVED FROM 2018 YEAR-END DATA FILED WITH THE U.S. SECURITIES EXCHANGE COMMISSION AND TAKES INTO CONSIDERATION TOTAL ASSETS UNDER MANAGEMENT (AUM). THESE RANKINGS ARE NOT INDICATIVE OF FUTURE PERFORMANCE AND LITMAN GREGORY DID NOT PAY A FEE FOR INCLUSION IN THIS SURVEY. 

THE FINANCIAL ADVISOR RANKING IS INDEPENDENTLY COMPILED BY FINANCIAL ADVISOR AND THE 2018 LIST IS COMPRISED OF 707 U.S. REGISTERED INVESTMENT ADVISERS. THE LIST IS DERIVED FROM 2017 AND 2018 YEAR-END DATA FILED WITH THE U.S. SECURITIES EXCHANGE COMMISSION AND TAKES INTO CONSIDERATION TOTAL ASSETS UNDER MANAGEMENT (AUM), CHANGE IN TOTAL AUM, AUM PER ACCOUNT, CHANGE IN AUM PER ACCOUNT, AND CHANGE IN TOTAL ACCOUNTS. THESE RANKINGS ARE NOT INDICATIVE OF FUTURE PERFORMANCE AND LITMAN GREGORY DID NOT PAY A FEE FOR INCLUSION IN THIS SURVEY.