Columbia Pacific Wealth Management is honored to announce it has been named as one of the top 300 registered investment advisors by the Financial Times. This is the seventh annual FT 300 Top Registered Investment Adviser list, which recognizes top independent RIA firms from across the U.S., representing 39 different states and Washington, D.C.
RIA firms must meet a minimum set of criteria to apply for consideration – this year over 750 qualified firms applied. CPWM was selected and 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.
CPWM is greatly humbled by our growth since our inception nine years ago. We owe this success to our loyal clients, hard-working employees, and the commitment to put service first. We hope that our dedication to our community and our clients is the lasting achievement. As always, we will never rest on our laurels and hope that every year we continue to make ourselves better.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.