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XML Financial Group Named to 2020 Financial Times 300 Top Registered Investment Advisers


July 30, 2020 – 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.

This is the seventh annual FT 300 list, 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. “It’s a great honor to be included on this list,” says XML CEO & Co-Founder Brett Bernstein. “We don’t think of this recognition as being about the firm, but rather about the work we do for our clients.”

RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then 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. There are no fees or other considerations required of RIAs that apply for the FT 300.

XML President Curtis Congdon added to Bernstein’s comments, “I feel this reflects the value we are able to bring to our clients. We love and appreciate the work we do, and clients tend to be drawn to that.”

The final FT 300 represents an impressive cohort of elite RIA firms, as the median AUM of this year’s group is $1.9 billion. The FT 300 Top RIAs represent 39 different states and Washington, D.C. The FT 300 is one in a series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).

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. Over 750 qualified firms applied for the award, 300 of which were selected (40%). 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. Registration of an investment adviser does not imply any level of skill or training. Additional information about XML is available at

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    Brett Bernstein CEO & Co-founder
    Rob Kantor Co-CIO & Co-Founder
    Curtis Congdon President
    Mark Samson Senior Partner
    Robert Collins Co-CIO, Managing Director
    Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness
    Jason Klopman Senior Wealth Advisor, Partner
    Eric Wightman Senior Wealth Advisor, Partner
    Jack May Senior Wealth Advisor
    Lauren O’Brien Senior Wealth Advisor
    David Margulies Senior Wealth Advisor
    Noorjahan Enayat Senior Wealth Advisor
    Beth Levine Senior Wealth Advisor
    David Clark Senior Wealth Advisor
    Jordan VanOort Senior Wealth Advisor
    Shawna Bieda Senior Wealth Advisor
    Kevin Peters Wealth Advisor
    Steven Collins Wealth Advisor
    Sharon Abbey Wealth Advisor
    Sasha Chelekhov Wealth Advisor
    John Sciuto Wealth Advisor
    Bob Abel Wealth Advisor
    Andrew Villafranca Wealth Advisor
    Nicole Treiber Assoc. Wealth Advisor, Client Service Associate
    Radley Ellenbogen Associate Wealth Advisor
    Douglas Callan Senior Portfolio Manager
    Jennifer Telesca Wealth Advisor
    Amy Lytle Client Service Manager
    Jayson Magro Client Service Associate
    Florence Bird Client Service Associate
    Meredith Wade Client Service Associate
    Gail Stanton Client Service Associate
    Deborah Jalota Client Service Associate
    Injy Ibrahim Client Service Associate
    Sharon Cirillo Client Service Associate
    Mary Abba Client Service Associate
    Stephen Clagett Director of Branch Operations
    Kristian Price Director of Client Experience
    Pete Deoudes Director of Marketing


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