SAN RAFAEL, Calif., June 16, 2016 /PRNewswire/ -- Polaris Greystone Financial Group, LLC, an investment adviser with $1 billion in assets under management, is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers (RIAs) for the second consecutive year. The list recognizes top independent RIA firms from across the U.S.
"It's an honor to be selected for the second consecutive year," said Jeffrey Powell, Managing Partner of Polaris Greystone. "Following our merger last year, we are better equipped than ever to serve investors across the country with an expanded platform of services. It is deeply gratifying to be recognized for that."
In October, San Rafael, Calif.-based wealth management firm Polaris Wealth Advisers combined with Troy, Mich.-based Greystone Financial Group, an investment advisory firm with a strong offering of qualified plan services. The combined firm, Polaris Greystone, provides comprehensive wealth management and retirement planning services to high net worth individuals and business owners.
This is the third annual FT 300 list, produced independently by the Financial Times Ltd. in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.
More than 1,500 pre-screened RIA firms were invited to apply for consideration, based on their assets under management (AUM). Applicants that applied were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials of the firm's advisers; online accessibility; and compliance records. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
The "average" FT 300 firm has been in existence for 22 years and manages $2.6 billion in assets.
About Polaris Greystone Financial Group, LLC
Polaris Greystone Financial Group, LLC ("PGFG") is an independently owned investment advisory firm with offices in San Rafael, California (San Francisco), Troy, Michigan (Detroit), Houston, Texas, and Irvine, California. PGFG is committed to providing superior wealth management services through two investment advisory divisions. The largest is PGFG's Wealth Management Services group, which provides comprehensive financial planning and portfolio management to high net worth families throughout the United States. PGFG's growing Qualified Retirement Plan Services group works with business owners throughout the country to navigate the challenging and changing defined contribution and defined benefits marketplace.
FT 300 Disclosure
The 2016 Financial Times 300 Top Registered Investment Advisers is an independent listing produced by the Financial Times (June, 2016). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT's research. As identified by the FT, the listing reflected each practice's performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Inclusion in the FT 300 is based on the criteria cited, is not representative of any client or group of client's experience and is not an endorsement of any of the advisers mentioned. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
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SOURCE Polaris Greystone Financial Group, LLC