Columbus, Ohio-based Budros, Ruhlin & Roe, Inc, one of the nation’s leading independent wealth management firms with over $2.6 billion in assets under management and advisement, has been named one of the Financial Times 300 Top Registered Investment Advisors as of June 28, 2018. The list recognizes top independent RIA firms from across the U.S. This is the fifth consecutive year that Budros, Ruhlin & Roe has been named to the list.
“We are very honored,” said Peggy Ruhlin, Chief Executive Officer of Budros, Ruhlin & Roe, Inc. “This is the fifth consecutive year we’ve been named to Financial Times list. This speaks volumes about the expertise of our wealth managers, the strength of our firm and our commitment to provide clients with an exceptional experience and personalized approach to managing their wealth and investments.”
The list is produced independently by the Financial Times (FT) in collaboration with Ignites Research, a subsidy of the FT that provides business intelligence on the investment management industry. They invited 1,500 pre-screened RIA firms to apply for consideration. Applicants that applied were graded on six criteria which included: assets under management (AUM); AUM growth rate; years in existence; advance industry credentials of the advisors; online accessibility; and compliance records. These qualifiers signal experience managing money, technical expertise and client trust.
The “average” FT 300 firm has been existence for 22 years and manages $4 billion in assets. The 300 top RIAs hail from 37 states and Washington D.C. The list also caps the number of firms in each state that make the list. Budros, Ruhlin & Roe is one of 13 firms from the state of Ohio.
“For the last 40 years, our team has worked to form a strong foundation that provides clarity and peace of mind for the families and institutions we serve,” added Ruhlin.
Budros, Ruhlin & Roe board members will be honored along with others who made the list on Thursday, June 28 in New York City.
FT 300 Disclosure
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). 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.
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Budros, Ruhlin & Roe, Inc. is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Budros, Ruhlin & Roe, Inc. did not pay a fee to be included on any such ranking or to receive any such recognition. No ranking or recognition should be construed as a current or past endorsement of Budros, Ruhlin & Roe, Inc. by any of its clients. ANY QUESTIONS: Budros, Ruhlin & Roe, Inc.’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.