APN News

  • Wednesday, March, 2020| Today's Market | Current Time: 03:43:37
  • Pinnacle Private Wealth Named to 2019 Financial Times 300 Top Registered Investment Advisers

    Published on July 19, 2019

    WOBURN, MA:  Pinnacle Private Wealth (www.pinnacleprivatewealth.com), a firm providing customized wealth strategies for businesses and individuals, has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent Registered Investment Adviser firms from across the U.S.

    This is the sixth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.

    Registered Investment Adviser firms were evaluated 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.

    The final FT 300 represents an impressive cohort of elite Registered Investment Adviser firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4.6 billion in assets. The FT 300 Top Registered Investment Advisers hail from 37 states.

    Myles Dudley, Managing Partner at Pinnacle Private Wealth, said, “We’re very pleased to have been included on this list. At Pinnacle Private Wealth, we believe our clients enjoy the best of both worlds: the wide-ranging expertise of a major interest-national financial services firm and the personalized attention more typical of a boutique firm. As a Registered Investment Adviser, we can offer truly innovative investment strategies and a wider range of investment opportunities than those that are limited to proprietary products and research. Pinnacle Private Wealth caters to a broad range of affluent clients, including executives, business owners and families. A majority of the firm’s clients have accumulated a level of wealth, and our primary goal is to maintain it, with risk-controlled growth.”

    He added, “We also congratulate the other firms who have been included in this list.”

    Pinnacle Private Wealth has also been named to the Boston Business Journal Pacesetters list for several years, recognizing the firm’s fast growth.