It is with great pleasure to announce that Advance Capital Management has earned a spot on the 2019 Financial Times 300 Top Registered Investment Advisers list. This is our third year in a row on the list, which recognizes top independent RIA firms from across the U.S.
The annual FT 300 list is produced independently by the Financial Times in collaboration with Ignites Research. It is merit-based, where firms are graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required to apply for the list.
When you consider our humble beginnings in a small office with just three employees and a used copy machine, you can understand why this is such an honor. Today, we manage $2.7 billion in assets and have more than 5,000 investment advisory clients, who we can’t thank enough. Recognition as a top adviser is a direct result of our clients’ support. Since day one, we’ve worked hard to earn their trust by always putting their best interests first.
The list is categorized by state, and we’re happy to be one of only a handful of Michigan-based firms listed, as we are headquartered in Southfield. But we wouldn’t have made it without the tremendous work by the advisers and staff in our offices located in Grand Rapids, Ohio and Illinois, as well as the support from clients we serve across the country.
To be named a top financial adviser for three consecutive years is a great accomplishment. But, even more importantly, it is a representation of the level of service our current and future clients can expect.