June 27, 2019 – Harbor Investment Advisory, LLC is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA 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.
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 “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 RIAs hail from 37 states.
The FT 300 is one in series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).
About Harbor Investment Advisory, LLC
Harbor Investment Advisory, LLC (“Harbor Advisory”) is an employee-owned, full-service investment and wealth advisory firm focused exclusively on serving the needs of private clients, family entities, and institutions. Harbor Advisory provides comprehensive wealth management solutions for clients seeking objective and customized advice. As a private and independent firm, Harbor Advisory is uniquely positioned to utilize a broad spectrum of resources from many of the world’s premier research, analytical, and asset management firms. Harbor Advisory uses Pershing LLC, which is a subsidiary of The Bank of New York Mellon Corporation for integrated custody, safekeeping, and servicing of client assets. www.harborinvestmentadvisory.com
Harbor Investment Advisory, LLC is a member of the Financial Industry Regulatory Authority (“FINRA”) and a member of the Security Investor Protection Corporation (“SIPC”).