Financial Times’ Top 300 Registered Investment Advisors – June 2015
Strategic Wealth Partners Ranked among Financial Times’ Top 300 Registered Investment Advisors
June 24, 2015
DEERFIELD, ILLINOIS – Strategic Wealth Partners of Deerfield, Ill. has been named one of the Financial Times’ Top 300 Registered Investment Advisors (RIA) in the publication’s 2015 listing. The Financial Times (FT) is one of the world’s leading business news and information organization. This is the publication’s second annual Top 300 Registered Investment Advisors listing and the second year Strategic Wealth Partners has been ranked. The FT 300 listing provides a snapshot of the most elite Registered Investment Advisors across the US.
“We are honored to be recognized among the top financial advisory firms,” said David J. Copeland, Principal and Co-founder of Strategic Wealth Partners. “Industry rankings, such as the FT Top 300 RIAs, reflect our commitment to our continued growth as an independent Registered Investment Advisor (RIA). Our recent partnership with Focus Financial Partners will continue to help foster our growth. This network of industry professionals allows us to share best practices, provides us access to resources and operational and technological efficiencies, and offers support for future growth initiatives.”
Strategic Wealth Partners works with clients in seeking to preserve and grow wealth through insightful planning and objective advice. The firm prides itself on helping clients set realistic financial goals that can be reached with the least possible amount of risk. Strategies are tailored to fit the unique needs of each client’s short and long-term goals.
Strategic Wealth Partners provides clients solutions and independent-minded investment advice through a transparent open-architecture platform. It provides financial advice on a fee-for-services basis. Central to the firm’s core philosophy is independence and objectivity.
ABOUT STRATEGIC WEALTH PARTNERS
Strategic Wealth Partners is an investment advisory and financial planning firm providing successful wealth strategies and independent, objective advice to high net worth individuals and institutions. Founded in 2008 by principals David Copeland and Neal Price, the firm provides a complete wealth management platform by integrating all elements of a comprehensive strategy including investments, insurance, estate planning and tax counseling. Strategic Wealth Partners works with its clients’ trusted advisors to provide personalized programs. Located in Deerfield, Ill., Strategic Wealth Partners provide clients successful wealth strategies, independent, objective advice and best-in-class service. Learn more at www.stratwealth.com.
The 2015 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2015). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The selection process included applications from more than 2,000 independent RIA firms.
Points were awarded on variety of attributes that the Financial Times deemed important to affluent investors. 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 RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300. Inclusion on the list is not indicative of Strategic Wealth Partners’ future performance. Awards are generally based upon information provided by the recognized advisor.