Financial Times 400 Top Financial Advisers
Simon R.B. Hamilton was named on the 2020* and 2018 Financial Times Top 400 Financial Advisers list. Gregory S. Smith was named on the 2018 Financial Times Top 400 Financial Advisers list. We believe such recognition is achievable when you really care about your clients and their needs. Perhaps The Financial Times said it best: “We assess these advisers based on what investors care about and we use a quantifiable, objective methodology.”
*The Financial Times 400 Top Financial Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (FT) (April 2020). To qualify for the list, advisors had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2020, roughly 1,040 applications were received and 400 were selected to the final list (38.5%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60% to 70% of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. The FT, Ignite Research and Money-Media, Inc., are not affiliated with Raymond James.