FAIRFIELD, N.J., April 10, 2017 /PRNewswire/ -- Andy Schwartz, CFP®, a principal of Bleakley Financial Group, has been named to the 2017 edition of the Financial Times 400 Top Financial Advisers. The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S.
This is the fifth annual FT 400 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on asset management. Top advisors were chosen based on six criteria: assets under management (AUM); AUM growth rate; experience; advanced industry credentials; online accessibility; and compliance records.
Andy's career as a financial advisor spans over 30 years. He brings a wealth of diverse experience, including personal financial planning, business planning, investment management services, and asset and income protection strategies. In addition to his work as a wealth manager, Andy is also an active philanthropist, serving for over 20 years as a member of the Board of Trustees of New Jersey SEEDS, an organization that changes the lives of motivated, high-achieving students from low-income families by transforming their educational opportunities. Since 1998, Andy has organized and chaired the SEEDS Gold & Tennis Classic, raising $2.7 million for the organization.
The final FT 400 represents an impressive cohort of elite advisers, as the "average" adviser in this year's FT 400 has 27 years' experience and manages $1.7 billion in assets. The FT 400 advisers hail from 38 states and Washington, D.C.
The FT 400 is one in a series of rankings of top advisers by the Financial Times, including the FT 300 (independent RIA firms) and the FT 401 (DC retirement plan advisers).
About Bleakley Financial Group
For over 30 years, the advisors at Bleakley Financial Group have provided financial planning and wealth management services to clients throughout the country. As an independent firm with a small client-to-advisor ratio, Bleakley's advice and guidance is personalized, free from conflicts of interest and focused on client success. The company has an experienced team of over 100 investment professionals based in Fairfield, N.J. With approximately $3.5 billion in assets under advisement, Bleakley puts its size and independence to work toward meeting clients' financial goals. Visit www.bleakley.com for more information or call (973) 575-4180.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Bleakley Financial Group are separate entities from LPL Financial.
Contact:
Patty Buchanan
JConnelly
(973) 850-7318
[email protected]
SOURCE Bleakley Financial Group
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