RESTON, Va., June 21, 2016 /PRNewswire/ -- The 2016 FT 300, a U.S. ranking of the top Registered Investment Advisors (RIAs) by the Financial Times, recognizes independent wealth specialist firm, PagnatoKarp for the second consecutive year.
"It's a great honor to be recognized on such a prestigious list and alongside an elite group of advisors," said Paul Pagnato, founding partner, PagnatoKarp. "We appreciate the inclusion and congratulate the other honorees."
For RIAs to qualify for the FT 300, the Financial Times considered advisor AUM that had to be $300 million or more, asset growth, the company's age, industry certifications of key employees, SEC compliance record and online accessibility.
Formed by Pagnato and founding partner, David W. Karp, PagnatoKarp is a RIA for ultra-high-net-worth individuals, entrepreneurs and their families. The firm has created and adopted their own version of fiduciary duties, called True Fiduciary™ principles, that drives their customer-focused philosophy.
About PagnatoKarp
Founded by Paul A. Pagnato, a Barron's Top 100 Financial Advisor (2013-2016) and David W. Karp, PagnatoKarp is an independent wealth protection specialist and family wealth advisor. PagnatoKarp specializes in ultra-high-net-worth individuals, families and entrepreneurs. The firm represents $2.5 billion in assets under advisement, and its family office supports all aspects of sudden wealth events so their clients can confidently get on with their life's pursuits knowing their wealth is being protected and preserved. PagnatoKarp strives to adhere to the True Fiduciary™ standard it designed to assure clients it is always seeking to act in their best interests. Learn more at www.pagnatokarp.com.
The Baron's ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner.
Rankings may not be representative of any one client's experience but reflect the criteria used by the publication issuing the ranking and is not indicative of future performance.
Media Contact: Kim Boeckenstedt
Kimberly Communications
C: 319-389-6953
[email protected]
SOURCE PagnatoKarp
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