Selected from over 32,000 Registered Investment Advisor (RIA) firms, Sunrise Advisors, a fee-only RIA located in Leawood, Kansas, has been named to the “Financial Times 300 Top Registered Investment Advisers” (FT 300). The list recognizes the top 1% of independent RIA firms from across the U.S., encompassing advisory firms from 40 states and Washington, D.C. The FT 300 list is produced independently by the Financial Times, with no subjective input in the rankings from the RIA firms. The country’s elite RIA firms were invited to apply for consideration and were then graded on six criteria: Assets Under Management (AUM); AUM growth rate; years in existence; advanced industry credentials of the staff; online accessibility; and compliance records.
“We are humbled to be recognized by the Financial Times as one of the nation’s leading wealth advisors,” said Sam Scott, President of Sunrise Advisors. “As a family-owned, multi-generational firm, our goal has always been to provide a personalized service in the same way we would want someone to take care of our own family. As a firm that doesn’t advertise, we have grown solely by word of mouth from satisfied clients. 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”.
Started in 1993, the wealth management firm has grown to one of the largest independent RIAs in the Kansas City metropolitan area. As one of the region’s first “fee only” financial firms, Sunrise embraced independence and their fiduciary duty. By law, a fiduciary must always place the clients’ interests ahead of the firm, disclose all potential conflicts of interest, and be transparent in the costs of doing business – collectively, things that were virtually unheard of in the industry in 1993. The local firm has repeatedly been recognized on a national level for their service to business owners and high-net worth individuals. “Our successes are solely attributable to our loyal clients and friends. We are blessed by their sustained confidence and trust in us,” said Dave Scott, founder of the firm.
Sunrise Advisors provides comprehensive and continuous wealth management services for successful individuals, families and business owners. 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 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. 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.