(June 22, 2017) For the third consecutive year, Sunrise Advisors has been honored as a top wealth manager by the Financial Times (Financial Times 300 Top Registered Investment Advisors – the “FT 300”). The FT 300 list recognizes the top 1% of all independent RIA firms from across the U.S., encompassing advisory firms from 37 states and Washington, D.C.
“While this listing includes some of the largest advisory firms in the country, it also recognizes the success of firms that specialize in tailored wealth strategies for families and small-business owners. Our family-run firm has thrived under our personalized approach and fiduciary model, and we are thankful to be honored for the 3rd consecutive year by Financial Times”, said Sam Scott, President of Sunrise 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 FT 300
The 2017 Financial Times Top 300 Registered Investment Advisors is a listing produced independently by the Financial Times (June, 2017), 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.
From the Kansas City Business Journal (Top Wealth Manager): here.