Avalon Advisors, LLC Named to 2018 Financial Times 300 Top Registered Investment Advisers

HOUSTON, June 28, 2018 /PRNewswire/ -- Avalon Advisors, LLC is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers for the second year in a row. The list recognizes top independent RIA firms from across the U.S.

This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.

Avalon is a Houston-based independent registered investment adviser offering investment management and financial advice for individuals, families and institutions. Founded in 2001, Avalon offers a full suite of internally-managed strategies, including domestic and international equities and fixed income, as well as access to select alternative strategies. The firm has approximately $7.4 billion in assets under management (AUM) and advisement.

To select the FT 300, The Financial Times reached out to the largest independent RIAs across the US that have a minimum of $300 million in assets. To make sure the list was relevant to the affluent readership of the Financial Times, it was required that no more than 75% of a practice's assets be institutional. Qualified RIAs then applied and were scored on several factors, including AUM, AUM growth rate and compliance record. Selection is independent and objective, and there is no fee to be included in the process. 

The final FT 300 represents an impressive cohort of elite RIA firms, as the "average" practice in this year's list manages $4.1 billion in assets. The FT 300 Top RIAs hail from 38 states and Washington, D.C.

The FT 300 is one in a series of rankings of top advisers by the Financial Times. 

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times. 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.

Media contact:
Kimberly Jones
[email protected]

SOURCE Avalon Advisors, LLC