Our privacy policy has changed. By using this site, you agree to the Privacy Policy and Terms of Use. Dismiss

Annex Wealth Management Named One of the Financial Times Top 300 Financial Advisor Firms in the U.S.

July 8, 2014

A local fast-growing Wisconsin-based investment advisory firm, Annex Wealth Management, today announced it was recently ranked among Financial Times’ Top 300 registered investment advisor (RIA) firms in the United States. Annex was one of only five practices to be named in Wisconsin.

Using the RIA database, only firms that reported managed assets of $300 million or more to the U.S. Securities and Exchange Commission were granted consideration for the list. Out of more than 2,000 firms that qualified, 300 were chosen based on six key attributes, including assets under management (AUM), AUM growth rate, firm’s years in existence, compliance record, industry certifications and online accessibility.

“We consistently strive to bring the highest-quality, client-focused financial planning services to our diverse client base. This prestigious ranking is a testament to our financial advisors and our entire team’s dedication to our clients and ongoing commitment to provide a coordinated and thoughtful approach to financial planning,” said David J. Spano, president and CEO of Annex Wealth Management. “With more than 2000 firms considered for the Financial Times 300 list, we are honored to be recognized.”

The areas considered in the ranking process signal several characteristics of top financial advisor firms including client trust, performance, asset retention, reliability, commitment to the profession and transparency of information, among many others.

The Financial Times 300 is designed to serve as a resource to affluent and wealthy investors, who make up a majority of the publication’s readership, and is presented as a compilation of elite advisors rather than a competitive ranking system. To provide readers with a diverse array of advisors, the Financial Times allocates a specific number of spots to each state based on the distribution of millionaires across the country.

For more information, or to view the full list, please visit: http://im.ft-static.com/content/images/6c30552e-fb45-11e3-8959-00144feab7de.pdf

About Annex Wealth Management
Annex Wealth Management, LLC is a premier financial service organization with locations in Elm Grove and Mequon, Wis. Under the direction of Dave Spano, CFP® and President, Annex Wealth Management brings together high-quality, client-focused professionals from the investment advisory, retirement planning and estate planning fields to form a client service team prepared to meet the financial needs of a diverse client base. Annex can be heard state-wide during its weekend radio broadcasts on 620AM WTMJ and 1130AM WISN. For more information, please visit http://www.annexwealth.com.

Community Watch

» Brookfield Central, DSHA play to 1-1 tie, share GMC crown 5/25

» Brookfield and Elm Grove go all out for Memorial Day 5/24

» Brookfield-Elm Grove Sports Notes: May 26, 2016 5/24

» Ben Farley named new Brookfield East football coach 5/24

» Bulldogs, Blue Sox lose in Land O'Lakes play 5/24

» Brookfield East boys second in Greater Metro Conference tennis tournament 5/24

» Brookfield East Sports Shorts: May 26 5/24

» Brookfield East girls win GMC Outdoor title 5/24

» Brookfield Central boys tennis team finishes third in GMC Tournament 5/24

» Brookfield Central Sports Shorts: May 26 5/24

» BROOKFIELD ACADEMY MAY 26 5/24

» Initial Reaction: Talking with star Waukesha soccer players Dani Rhodes, Emily Cervantes Updated:  5/24

» Brookfield East boys win GMC Outdoor and Triple Crown 5/24

» Brookfield Central boys track team fifth at GMC Outdoor Championship 5/23

» Elm Grove to rule on new parks plan tonight 5/23

» Brookfield Central girls finish solid second in GMC Outdoor 5/23

» Sports Authority to close Brookfield store, all stores nationwide 5/23

» Town of Brookfield Motel 6 a frequent stop for police Updated:  5/19

» Brookfield's Corridor and Corners projects are rising fast Updated:  5/19

» Brookfield committee directs police department to begin prescription drug drop-box program 5/19

» Brookfield committee to discuss prescription drug drop boxes in the city 5/18

» Brookfield Chick-fil-A proposal brings up discussion of city standards Updated:  5/18

» Brookfield committee discusses TIF referendum option, no action taken 5/18

» Jason Borski takes over as Wauwatosa West baseball coach 5/18

» Sports Shorts: May 19, 2016 5/18

View All Posts Got a tip? Welcome rss

Best Summer Ever

 

We've made it easy for you to get out and go this summer. From hitting the trails for a bike ride or walk, to where to find beer gardens in the area, to the best places to swim in Waukesha County to the best summer drinks and summer reads, check out our 2016 summer guide.

Advertisement

Advertisement

Advertisement