Dallas – July 30, 2020 – Smith Anglin Financial, LLC is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.
This is the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.
“We are delighted to once again receive recognition as one of the Top 300 RIAs from The Financial Times. Our investment, financial planning, and tax teams continue to provide a standard of care that resonates with our clients. The effort to serve clients well translates to higher client advocacy and personal relationships not generally common in the industry.” said Chris Lott, CFP®, CPA and Managing Partner of Smith Anglin Financial. “Our firm’s strategic planning and client interaction have allowed Smith Anglin to continue to grow, while providing a dynamic environment for our team members and advisors.”
RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then 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 of RIA firms that apply for the FT 300.
The final FT 300 represents an impressive cohort of elite RIA firms, as the median AUM of this year’s group is $1.9 billion. The Financial Times Top 300 RIAs represent 39 different states and Washington, D.C.
About Smith Anglin Financial, LLC
Founded in 1967, Smith Anglin Financial, LLC is a leading financial advisory firm based in Dallas, Texas. For over 50 years, the firm has existed to conscientiously help secure the financial well-being of its clients over the course of their lives. Smith Anglin Aviation Financial Group is a leader in retirement readiness for the airline industry and serves the needs of pilots, airline professionals and their families. Smith Anglin Wealth Management Group helps business owners, corporate executives, active professionals, retirees, and affluent individuals make the correct financial and tax decisions triggered by their unique life events that occur before, at and after retirement. For more information about Smith Anglin Financial, please visit safdev001.wpengine.com.
You can view the full report here.