NEW YORK--(BUSINESS WIRE)--Dynasty Financial Partners is pleased to announce that five of its Network Advisory firms have been selected for the 2016 Financial Times 300 list of the top independent RIA practices. The list, published June 16, aims to help the publication’s readership identify highly qualified independent investment advisors.
“Dynasty Financial Partners is dedicated to supporting independent advisors and helping them grow their business,” said Shirl Penney, Dynasty’s CEO. “We proudly congratulate the five Dynasty Network Advisory firms recognized by the FT 300 for their exemplary contributions to the financial services profession and to their clients.”
The five Dynasty firms that appear on the Financial Times 300 list are:
Archford Capital Strategies, a private wealth management firm founded by James D. Maher, is represented by a skilled team of wealth management advisors with more than 25 advanced degrees, professional designations, accreditations and certifications. Based in St. Louis, Missouri, Archford Capital Strategies offers a wide range of financial services to clients and specializes in closely held businesses, concentrated stock strategies, foundation management, retirement plan management and wealth transfer strategies. Archford has three divisions: Wealth Management, Business Consulting and Retirement Plan Services. For more information, please visit www.archfordcapital.com.
Ascent Wealth Partners is an independent financial services firm headquartered in Utica and Saratoga Springs, NY, serving high net worth individuals and families, small corporations, family-owned businesses, foundations and endowments. For more information, please visit www.ascentwealthpartners.com.
Concentus Wealth Advisors, a family-based team of independent Registered Investment Advisors, is committed to helping high net worth families achieve their most important financial goals. Based in Philadelphia, PA, their advice goes well beyond the accumulation of assets to address virtually every aspect of their wealth. In today’s complex financial world, Concentus Wealth Advisors brings welcomed clarity, vision and results to our clients’ financial lives. For more information, please visit www.concentuswealth.com.
Premia Global Advisors is a wealth management firm that works closely with affluent business owners, entrepreneurs, executives, and global families. Based in Florida, the firm serves clients from a range of industries and backgrounds. Some clients are U.S.-focused in their business, family, and community priorities. Others are more global, with family members, business interests, or philanthropic concerns that are international. For more information, please visit: www.premiaglobaladvisors.com.
TRUE Private Wealth Advisors has been selected as a FT Top 300 firm for the second year in row. TRUE Private Wealth Advisors was launched in September 2012 as an independent, SEC-registered investment advisory firm. Based in Salem, Oregon, TRUE Private Wealth Advisors provides an array of sophisticated services to meet the unique needs of clients including individuals, families and businesses. TRUE Private Wealth provides wealth planning, retirement and estate planning. For more information, please visit www.truepwa.com.
To select the firms for the list, the Financial Times solicited applications from more than 2,000 elite independent RIA firms with $300 million or more in assets. Firms that participated were graded on six factors including total AUM, AUM growth, years the firm has been in existence, industry certifications of staff, SEC compliance record, and online accessibility. To ensure relevance to individual investors, the list only includes RIA practices with no more than 75 percent of AUM in institutional assets.
About Dynasty Financial Partners
Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry’s leading independent investment advisor firms and offers registered investment advisory services. Dynasty’s integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform supporting advisors as they protect and grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients.
Dynasty Financial Partners has corporate offices in New York City, Chicago, Coral Gables, Florida and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com.










