SVA Plumb Wealth Management Named to 2018 Financial Times 300 Top Registered Investment Advisers
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 billion in assets. The FT 300 Top RIAs hail from 38 states and Washington, D.C. Click here to view the entire list.
“We are proud to be recognized as a part of this elite group,” states Maureen Hansen, President of SVA Plumb Wealth Management. “This list represents the leaders in our industry across the nation and we are humbled to be in such good company.”
About SVA Plumb Financial, LLC
At SVA Plumb Financial, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.
We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.
SVA Plumb Financial, LLC is headquartered in Madison, Wisconsin, employs over 45 staff, and has additional offices in Milwaukee and Appleton, Wisconsin as well as Sioux Falls, South Dakota. Its entities include SVA Plumb Wealth Management, LLC and SVA Plumb Trust Company, LLC. More information is available at www.svaplumb.com.