We are pleased to announce that Westmount has been named to the Financial Times’ list of the 300 Top Registered Investment Advisors in the U.S.
This annual ranking places Westmount among an impressive cohort: the 2019 list includes firms hailing from 37 states and averaging approximately $4.7 billion in assets. This year, firms were selected based on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisors; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.
Founded in 1990, Westmount now manages approximately $3 billion in assets. Our highly credentialed team of investment and planning professionals includes CERTIFIED FINANCIAL PLANNER™ certificants and Chartered Financial Analyst® charterholders, among other significant credentials.
The Financial Times 300 Top Registered Investment Advisors is an independent listing produced annually by the Financial Times (June 2019). 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. 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.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.