Sanderson Wealth Management has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers (RIA). The annual list recognizes top independent RIA firms from across the United States.
“Inclusion in the Financial Times’ list of top U.S. RIAs affirms our organization’s core values and long-term strategy of providing our clients with the highest level of service through a lens of independence and transparency,” noted Sanderson’s Chief Compliance Officer, Justin R. Sanderson. “Through our vision of continuous improvement, we hope to maintain and build on this ranking in future years, while adding value to our clients’ lives.”
This is the fourth annual FT 300 list produced independently by the Financial Times. Applicants meeting a minimum set of criteria were graded on six factors including assets under management (AUM), AUM growth rate, years in existence, advanced industry credentials of the firm’s advisers, online accessibility and compliance records.
Sanderson Wealth Management is a Registered Investment Adviser and CPA firm located in Buffalo, NY, serving clients in 25 states. The firm was established in 2001 by John R. Sanderson who serves as the firm’s President and Chief Executive Officer. Providing the collective knowledge of a diverse and dedicated group of professionals, Sanderson Wealth Management offers clients a wide range of financial services encompassing investments, financial planning, tax preparation, and estate planning.