WRP named to the Financial Times 300 Top Registered Investment Advisers


WRP Wealth Management has been named to the seventh annual Financial Times 300 Top Registered Investment Advisers, which recognizes top independent RIA firms from across the United States.

The FT 300 list is produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Applicants 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. The list assesses RIAs with AUM of more than $300 million on their expertise.

WRP was one of 53 firms from California to make the list, including just one of 14 in the Bay Area. The 300 firms named to the list represent 39 different states and Washington, D.C.

WRP offers complete wealth management by combining financial planning with tax expertise to help you make sound investment choices while strategically managing the tax implications of those choices. WRP is a fee-only, independent RIA uses evidence-based, Nobel Prize-winning investment strategies to generate higher expected returns for our clients.

Interested in working with us? See how we can help protect your financial future.