Birmingham, Ala. - Warren Averett Asset Management is pleased to announce that we have been named to the 2018 edition of the Financial Times (FT) 300 Top Registered Investment Advisers (RIA). The list recognizes top independent RIA firms from across the U.S.
Warren Averett Asset Management is most proud of this distinction because we see it as a recognition of our top-notch clients, rather than recognition of our own merit. Our greatest motivation is a continued dedication to the success of our clients. It is only because our clients have set remarkable goals for themselves, have dedicated themselves to sound financial planning and wealth management and have strived to achieve their objectives that we have the opportunity to serve them.
Behind each area in which Warren Averett Asset Management was evaluated for the Financial Times 300 ranking—assets under management (AUM), AUM growth rate, years in existence, advanced industry credentials of the firm’s advisers, online accessibility and compliance records—lies a demonstrated dedication to seeing our clients thrive. That is why we are thankful first and foremost to our clients for this designation, and our primary goal will continue to be a focus on them. Josh Reidinger, president of Warren Averett Asset Management, states, “We strive to provide our clients with proactive, personal service to help them achieve their financial goals, and we are pleased that Financial Times recognizes RIAs like ours that offer clients comprehensive financial planning and investment management through collaborative services.”
The 300 Top Registered Investment Advisers is produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the Financial Times that provides business intelligence on the asset management industry. To appear on this list, RIAs applied for consideration, having met a minimum set of criteria, and were graded in the areas listed above. The final FT 300 represents a cohort of elite RIAs, as the average firm in this year’s list has been in existence for over 22 years and manages $4 billion in assets. The list includes RIAs in 38 states and Washington, D.C.
Though we are honored to have received this ranking, we know that we are only able to measure our own accomplishments through our commitment of service to our clients and their success. Many thanks to our clients who have allowed us to serve them and for giving us the opportunity to help them achieve their financial goals.
About Warren Averett Asset Management
Warren Averett Asset Management was founded in 1999 and advises on assets in excess of $2.4 billion. An independent Registered Investment Advisor (RIA), the firm is headquartered in Birmingham, Alabama, and serves clients across seven offices in Alabama, Florida and Georgia, offering collaborative investment, tax, estate and financial planning services.