We are very pleased to announce that three key members of our firm, W. Michael Montgomery, David M. Montgomery, and Ronald A. Letaw have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the United States.
The final FT 401 represents an impressive cohort of elite advisers: the “average” adviser in this year’s FT 401 has 22 years of experience advising DC plans and advises $1.6 billion in DC plan assets. The FT 401 advisers hail from 40 states and Washington, D.C., and DC plans on average account for 84% of their practices’ total assets.
Financial advisers from across the U.S. applied for consideration, having met a set of minimum requirements. The applicants were then graded on six criteria: DC assets under management (AUM); DC AUM growth rate; specialization in DC plans; years of experience; advanced industry credentials; and compliance record.
This is the fifth annual FT 401 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on investment management.
Congratulations to all those who made the 2019 edition of the Financial Times 401 Top Retirement Advisers! You can view the complete list by clicking here.
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