July 3, 2018 –Triad Financial Advisors (TFA) is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the third year in a row that TFA has received this distinction.
“TFA is the only firm in Greensboro, as well as the Triad, to receive national recognition by the Financial Times and Barron’s in 2018. The fact that we are local, independent, and a fee-only, full-time fiduciary makes this even more special” said TFA’s CEO Patrick Rush.
This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.
RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.
The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4 billion in assets. The FT 300 Top RIAs hail from 38 states and Washington, D.C.
Triad Financial Advisors is an independent fee-only financial planning and investment management firm located at 3623 N. Elm Street, Greensboro, NC, 27455. Information about TFA is available by calling 336-230-0071 in Greensboro or on the website at https://triadfa.com.
Fee-only investment advisory services offered through Triad Financial Advisors, Inc., an SEC Registered Investment Adviser.
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