Jul 16, 2018

Bedel Financial Listed as one of the Top RIAs by Financial Times

Posted By: Bedel Financial

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In June 2018, Indianapolis based Bedel Financial Consulting, Inc. was honored to be included in the fifth edition of Financial Times' FT 300, a list of the nation's Top Registered Investment Advisors. More than 760 applicants were considered based on six criteria: amount of assets managed, growth rate of assets, years in business, compliance record, industry certifications and online accessibility. 

“In a field of outstanding financial professionals, the FT 300 should be considered a list of truly exceptional adviser firms,” said Loren Fox, director of research for Money-Media, which oversees original industry research and analysis for the Financial Times. Making this elite list recognizes Bedel Financial Consulting's dedication to its clients.

More than 2,000 firms that met the initial qualification ($300 million or more in assets under management) were invited to apply for consideration to the list. Selection criteria was based on six factors:

  1. Amount of assets under management (indicates client trust)

  2. Growth rate of those assets (indicates performance and ability to generate new business)

  3. Number of years in business (indicates the firm’s reliability and experience)

  4. Compliance record

  5. Industry certificationsCFA, CFP®, etc. (indicates professional commitment to obtaining investment skills and knowledge)

  6. Online accessibility (easy access and transparency were key)
“It’s exciting to be recognized again as one of the nation’s top registered investment advisers in the 2018 edition of the FT 300,” said Evan Bedel, CFP®, Director of Finance & Strategy at Bedel Financial Consulting. “Since the firm was founded 30 years ago, Bedel Financial has strived to serve the best interests of our clients with integrity and expertise. We look forward to continuing that tradition in years to come."

Bedel Financial is a wealth management firm providing fee-only comprehensive wealth management services for young affluent professionals, accumulators, and those approaching retirement. Elaine Bedel founded the firm, which has since grown to 21 employees, in 1989. Bedel Financial actively manages over $1 billion in client investments.

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