We are honored and excited to announce that Bridges Investment Management has been named as one of the Financial Times Top 300 Registered Investment Advisers in America. The firm is one of just three Nebraska-based firms to be recognized for this prestigious honor.
This is the third annual listing of Top Registered Investment Advisers (RIAs) ranked by the Financial Times (FT). The publication considers these firms to be the top firms across the U.S. In order to qualify, RIAs must be registered with the U.S. Securities and Exchange Commission (SEC) and have a minimum of $300 million or more in assets under management (AUM). Of the more than 2,000 U.S. RIAs who were invited to participate in the ranking, approximately 650 firms qualified.
To prepare the rankings, the FT grades advisers based on six criteria and then calculates a score for each company. Qualifying firms were evaluated based on AUM, asset growth, years in existence, industry certifications of key employees, SEC compliance record and online accessibility. AUM and asset growth count for roughly 80 percent to 85 percent of each company’s score.
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. Neither the firms nor their employees pay a fee to the FT in exchange for inclusion in the FT 300. Read the full article featured in the Omaha World Herald’s Inside Business section here.
Read more articles from our July 2016 newsletter here.