Annex Wealth Management, Elm Grove, today announced it has been named to the Financial Times 300 Top Registered Investment Advisers (RIA) for the third consecutive year. The list assessed U.S. registered investment advisers (RIAs) on desirable traits for investors.
This is the third annual Financial Times 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the Financial Times 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). Those firms that applied were then graded on six criteria: AUM, AUM growth rate, years in existence, compliance record, industry certifications, and online accessibility.
The list of Financial Times 300 firms is a select group that exemplifies some of the leading trends in the investment management industry. The “average” Financial Times 300 firm has been in existence for 22 years and manages $2.6 billion in assets. The 300 top RIAs hail from 34 states and Washington, D.C.
Annex Wealth Management, LLC is a broad-based financial service organization with locations in Appleton, Elm Grove, Delafield and Mequon, Wis. Under the direction of Dave Spano, CFP® and President, Annex Wealth Management brings together high-quality, client-focused professionals from the investment advisory, retirement planning and estate planning fields to form a client service team prepared to meet the financial needs of a diverse client base. Annex can be heard state-wide during its weekend radio broadcasts on 620AM WTMJ and 1130AM WISN, and daily on 1150 WHBY.
Annex Wealth Management
12700 W. Bluemound Rd
Elm Grove, Wisconsin 53122