Five Wisconsin firms were recently recognized in a Financial Times Top 300 listing, including Elm Grove-based Annex Wealth Management, Milwaukee-based Cleary Gull, Milwaukee-based Diversified Management Inc. and Milwaukee-based Sadoff Investment Management.
The Top Registered Investment Advisors were chosen from among 2,000 qualified firms based on their assets under management, AUM growth rate, years in existence, compliance record, industry certifications and online accessibility. The qualified firms were those with at least $300 million in managed assets.
Client trust, performance, asset retention, reliability, commitment to the profession and transparency of information were also considered in the rankings.
“We consistently strive to bring the highest-quality, client-focused financial planning services to our diverse client base,” said David Spano, president and chief executive officer of Annex. “This prestigious ranking is a testament to our financial advisors and our entire team’s dedication to our clients and ongoing commitment to provide a coordinated and thoughtful approach to financial planning. With more than 2000 firms considered for the Financial Times 300 list, we are honored to be recognized.”
