XML Financial Group Named To 2020 Financial Times 300 Top Registered Investment Advisers
12/02/20
XML Financial Group is pleased to announce 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. As of December 31, 2019. Coverage period is 2019. Eligibility criteria: SEC registered RIAs with over $300 million of AUM. The FT 300 assesses registered investment advisers based on desirable traits for investors. The Financial Times presents the FT 300 as an elite group, not a competitive ranking of one to 300. They believe this is the fairest way to identify the industry’s elite advisers while accounting for the companies’ different approaches and specializations. The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. XML did not pay to participate in said ranking. For more information and to view the entire list, please read more here.who we are
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