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Blue Chip Partners, Inc. Named to 2020 Financial Times 300 Top Registered Investment Advisers

July 30, 2020 – Blue Chip Partners, Inc. is pleased to announce it has once again been named to the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the United States. Blue Chip Partners has been recognized with this distinction three out of the past four years, and in 2020 is one of seven firms named in the state of Michigan.

 

Robert Steinberg, Founder and CEO: “We are extremely proud to be recognized by a publication as respected as the Financial Times.  Being named to the Top 300 list is a tribute to our highly credentialed advisors and outstanding client service team.  As our organization continues to grow, we remain focused on maintaining our unique firm culture and continually improving the client experience.” 

 

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.

 

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 RIAs 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 FT 300 Top RIAs represent 39 different states and Washington, D.C.