Firm News

June 26, 2017 11:39:11 am

REDW Stanley Financial Advisors Named to 2017 Financial Times 300 Top Registered Investment Advisors

REDW Stanley Financial Advisors LLC is pleased to announce that it has made the Financial TimesFT 300 Top Registered Investment Advisors (RIA) list* for the third year in a row. REDW Stanley is the only New Mexico-based firm to be included and just one of five Arizona-based firms.

REDW Stanley is an SEC registered subsidiary of REDW LLC, one of the Southwest’s 10 largest certified public accounting and business consulting firms. REDW LLC has offices in Albuquerque and Phoenix.

“Our success will always be measured by our clients’ trust and satisfaction in the service we provide. However, we are truly honored to have our growth and expertise recognized by the Financial Times,” said Virginia Stanley, Principal and Head of REDW Stanley. “To be selected as one of the top registered investment advisory firms, out of more than 2,000 across the nation, shows the level of high-quality service our talented team provides our clients.”

More than 2,000 qualifying registered investment advisor (RIA) firms were invited to apply. To qualify, a RIA firm must have reported to the US Securities and Exchange Commission that they had $300 million or more in assets under management (AUM). Applicants were graded on six factors: their 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.

To learn more about REDW Stanley Financial Advisors visit REDWStanley.com.



*FT 300 Disclosure:
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June, 2017). 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.