SAN FRANCISCO, June 22, 2017 /PRNewswire/ -- B|O|S, a leading Bay Area independent wealth management firm, is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
"We are delighted and honored to be included in this prestigious list as a Bay Area leader in independent wealth management," said Kevin Dorwin, Managing Principal at B|O|S. "This recognition reflects the commitment we have made to putting our clients' interests first for over 30 years now."
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.
The final FT 300 represents an impressive cohort of elite RIA firms, as the "average" practice in this year's list has been in existence for 24 years and manages $2.7 billion in assets. The FT 300 Top RIAs hail from 37 states and Washington, D.C.
Founded in 1985, B|O|S has a leading track record serving all walks of wealthy families, individuals, entrepreneurs, charitable endowments and foundations. The firm focuses on offering independent advice to clients that looks beyond market volatility, and focuses instead on the long-term horizon. The firm currently manages more than $4 billion as of May 2017 in client assets.
B|O|S is a leading California Bay Area independent wealth management firm with over 30 years of experience serving high net worth clients. B|O|S manages approximately $4 billion* in client assets through its complete picture approach -- understanding clients' complete financial lives and the complex world of investing in order to create customized, thoughtful investment plans.
*As of May 31, 2017
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