(June 17, 2016) For the second consecutive year, Sunrise Advisors has been named one of the nation’s best advisors (Financial Times 300 Top Registered Investment Advisers – the “FT 300”). The FT 300 list recognizes the top 1% of independent RIA firms from across the U.S., encompassing advisory firms from 35 states and Washington, D.C.
“We are humbled to again be recognized by the Financial Times as one of the nation’s leading wealth advisors,” said Sam Scott, President of Sunrise Advisors. “We are appreciative that our holistic approach continues to resonate with individuals and families, and we strongly believe our fiduciary culture enables the cultivation of long-term relationships. As the public becomes more aware of our industry’s fiduciary duty (or lack thereof), we take great pride that Sunrise was and continues to be a pioneer in the fiduciary space. Since the firm’s founding in 1993, we have been a fiduciary at all times for our clients”.
James Dornbrook of the Kansas City Business Journal reports on Kansas City’s strong representation in this exclusive list: Nation’s Best Advisors.
For more information from Financial Times on the FT 300 for 2016, visit: FT 300 – Best Advisors.
About Sunrise Advisors
Sunrise Advisors, Inc. is a Kansas City-based Registered Investment Advisor (RIA). Sunrise Advisors offers comprehensive, “fee-only”, fiduciary-driven wealth management services to successful individuals, families, business owners, and organizations. In recent years, Sunrise has expanded their services to uniquely cater to these clients in a holistic manner, including: investment management, financial planning and retirement planning, customized company retirement plans, business transition and estate planning, and family office services.
About the Financial Times / FT 300 Disclosure
The Financial Times (FT) is one of the world’s leading financial periodicals, focusing on international business and economic news. According to the Global Capital Markets Survey, which measures readership habits amongst most senior financial decision makers in the world’s largest financial institutions, the FT is considered the most important business read, reaching 36% of the sample population, 11% more than The Wall Street Journal (WSJ), its main rival. Additionally, the FT is regarded as the most credible publication in reporting financial and economic issues among the Worldwide Professional Investment Community audience.
The 2016 Financial Times Top 300 Registered Investment Advisors is a listing produced independently by the Financial Times (June, 2016), with no subjective input from any RIA firm. 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, industry credentials and certifications of employees, and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.