OAK BROOK, Ill., April 23, 2019 /PRNewswire/ -- Scott Schuster, CFP®, CPA has been named to Financial Times' FT 400 Top Financial Advisors List for 2019. Schuster is the Founder and Managing Partner of Dashboard Wealth Advisors, an independent wealth management practice based in Oak Brook, Ill.
Dashboard Wealth Advisors serves uniquely successful families nationwide. The team's personalized and holistic approach strives to help their clients gain clarity and control over their financial future through the use of a proprietary Dashboard Planning Process.
This is the seventh annual FT 400 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on investment management.
"It is an honor to be 1 of 18 advisors recognized in Illinois this year by the Financial Times," said Schuster. "I believe this is a testament to the awesome power of our Dashboard – it truly is the ultimate tool to provide clarity and transparency into every aspect of the financial lives of the wonderful families we serve."
Click here to view the FT 400 List.
To qualify, advisors needed 10 years' experience, $300 million assets under management (AUM) and under 60% of AUM with institutional clients. The FT requests a list of qualified advisors from some of the largest U.S. brokerages. These advisors are invited to apply for the ranking – only advisors who submit an online application are considered. In 2019, roughly 960 applications were received and 400 selected (41.7%). Qualified advisers were scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM accounts for 60-70% of the score. To provide diversity, the FT capped the number of advisors from any one state based on the distribution of millionaires across the U.S. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Dashboard Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.
SOURCE Dashboard Wealth Advisors