Eight Advisor Group Members Named Among 2018 Financial Times' 401 Top Retirement Advisers
PHOENIX, Sept. 27, 2018 /PRNewswire/ -- Advisor Group, one of the nation's largest networks of independent financial advisory firms, comprised of FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial, and Woodbury Financial, is pleased to announce that eight advisors in the Advisor Group network have been named in the 2018 edition of the 2018 Financial Times 401 Top Retirement Advisors. The list acknowledges elite plan advisors in the US who on average manage $1.26 billion in defined contribution (DC) plan assets.
To select the FT 401 financial advisors were required to manage $75 million or more in DC plan assets and have DC assets account for at least 20% of their total client assets. The Financial Times' research partner, Broadridge Financial Solutions, provided unique data from its proprietary database to help identify qualifying candidates. Qualified advisors filled out an online application and were then scored on several factors, including DC total client assets, growth in DC plan business, specialization in the DC business, years of experience, participation rate, industry certifications and compliance record.
This is the fourth annual FT 401 list, produced independently by the Financial Times in collaboration with Broadridge Financial Solutions, a subsidiary of the Financial Times that provides business intelligence on investment management.
This year's list recognized advisors from FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial, and Woodbury Financial including:
- Salvatore J. Ferrito, partner, Ferrito & O'Gorman Financial Group; Waukesha, Wisconsin.
- Casey P. O'Gorman, partner, Ferrito & O'Gorman Financial Group; Waukesha, Wisconsin.
- Kevin A. Chang, financial advisor and partner, Genovese Burford & Brothers; Sacramento, California.
- Renn Williams, vice president, JSL Retirement Services Group; Birmingham, Alabama.
- Stephen Michaels, director of financial services, Smith Brothers Financial, LLC; Glastonbury, Connecticut.
- Daniel C. Stith Sr., managing executive, Wealth Management Group, LLC; Oklahoma City, Oklahoma.
- Matthew J. Barbera, vice president, Veritas Retirement Consultants; Downers Grove, Illinois.
- Stephen J. Carew, managing director and partner, BGA Retirement Advisors; Lewiston, Maine.
"Advisor Group is proud to serve exceptional advisors who are always putting the needs of their clients first," said Advisor Group CEO Jamie Price, "We want to congratulate these advisors on their accomplishments and their commitment to providing exceptional service to their clients and look forward to continuing to provide them with our world-class support."
The final FT 401 showcases an impressive collection of advisers who specialize in advising DC plans offered by corporate, non-profit and government employers. The FT 401 advisors hail from 38 states and Washington, D.C.
The FT 401 is one in a series of rankings of top advisors by the Financial Times, including the FT 300 (independent RIA firms) and the FT 400.
About Advisor Group
Advisor Group, Inc. is one of the nation's largest networks of independent financial advisors serving over 5,000 advisors and overseeing approximately $190 billion in client assets. Headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial Inc. and Woodbury Financial Services Inc., as broker/dealers, registered investment advisors and members of FINRA and SIPC. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way.
The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. This honor is not indicative of the advisor's future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.
SOURCE Advisor Group
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