Atlanta Financial Press Releases

Atlanta Financial Named to the 2020 Financial Times 300 Top Registered Investment Advisors List

AFA
July 30, 2020

Atlanta, GA – July 30, 2020 – Atlanta Financial is pleased to announce it has been named to the 2020 Financial Times 300 Top Registered Investment Advisors list. The list recognizes elite independent RIA firms from across the U.S. This year’s impressive cohort of RIA firms represents 39 different states and Washington, D.C. and has a median AUM of $1.9 billion. Today, July 30th, Financial Times celebrates the 2020 FT 300 RIAs by publishing the Financial Times 300 list as a special report in the Financial Times.

“Over our nearly 30-year history as a firm, our mission has been to provide customized planning and sophisticated investment management for our clients, helping them successfully navigate the various stages of their financial life. Being recognized in this elite group of advisory firms is the culmination of many years of putting our clients first,” said Cathy C. Miller, MBA, CFP®, CRPS®, CDFA®, Principal and Co-Founder of Atlanta Financial Associates.

Principal and Co-Founder, Julianne F. Andrews, MBA, CFP, AIF, added “This recognition speaks to the value and quality of the work our firm does on behalf of our clients every day.  Every client relationship is unique and we strive to provide customized solutions designed to enable each to achieve their financial goals and aspirations. This is one of many reasons that we have relationships that literally span decades.”

Atlanta Financial is a wealth management firm located in the Perimeter Business District of Atlanta, Georgia. Their overriding objective is to help you achieve Financial Independence Together (FIT™). They do this through their proprietary FIT™ planning process designed to empower you to make the best financial decisions, no matter the stage of your life. Atlanta Financial’s process has altered and enhanced the path to wealth for hundreds of families from retirees, divorcees, attorneys, executives, business owners, physicians, and young professionals. 

FT Disclosure

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

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