Apriem Advisors was named one of the top 300 RIAs in the United States for the second year in a row by the Financial Times, joining six other firms in Orange County, the Orange County Business Journal reports. An excerpt is below:
“Six registered investment advisers based in Orange County made the Financial Times’ annual list of the ‘top’ 300 RIAs in the United States.
FT used a formula on six factors, including AUM that accounted for 70% to 75% of an adviser’s score while asset growth was an additional 15% to 20%. Other factors included years in existence, compliance record and industry certifications.”
Read the full article here.