BIP Wealth Named to Financial Times List of 300 Top Registered Investment Advisers for Fifth Consecutive Year
31 Jul, 2020, 08:00 ET
ATLANTA, July 31, 2020 /PRNewswire/ -- BIP Wealth, one of the Southeast's leading wealth-management firms, is pleased to announce that it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers (RIA). This is the fifth consecutive year the firm has been on the list that recognizes top independent RIA firms from across the United States.
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.
"We're honored once again to earn recognition by the Financial Times," said Bill Harris, CFP®, CEO of BIP Wealth. "Consistently gaining this prestigious recognition attests to our firm's strength and ongoing dedication to responsible wealth management. In a world grappling with the extraordinary challenges of a pandemic, our focus remains on delivering the highest level of advice and service to our clients."
BIP Wealth is a fee-only registered investment advisory firm headquartered in the Buckhead area of Atlanta, with a branch office in Alpharetta, Georgia. The firm oversees $1.07 billion in investment assets and delivers highly tailored wealth-management services for successful professionals, business managers, corporate executives, professional athletes, and those planning for or already enjoying retirement.
RIA firms applied for consideration for the FT 300 list, 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.
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).
About BIP Wealth
Founded in 2007, the firm, previously known as Buckhead Investment Partners, provides highly tailored wealth-management services for those with greater than $1M in investable assets. With an investment philosophy rooted in Nobel Prize-winning financial research, the firm is committed to the creation of wealth by bringing family-office style investing to the mass affluent and offering opportunities for private-market investments. Sophisticated investment and life-planning strategies leave BIP Wealth clients free to plan—and enjoy—the future with peace of mind. Visit bipwealth.com to start building a personal legacy today. Also follow us on LinkedIn and Twitter @BIPWealth, and like us on Facebook.
SOURCE BIP Wealth
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