Willow Creek Wealth Management, Sebastopol, has been named one of the Top 300 Registered Investment Advisory firms in the United States for a fourth year in a row, by the Financial Times, a leading international financial news publication for over 100 years.
“We are honored to have been named for the fourth year in a row as part of the elite list of the Top 300 Registered Investment Advisors nationwide,” says Bruce Dzieza, founder of Willow Creek Wealth Management.
A fee only, independent advisory firm serving over 500 families, Willow Creek celebrates their 33rd business anniversary this year. The firm provides a range of wealth management services including investment management, retirement planning, tax and financial planning as well as strategic philanthropic consulting.
RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.
The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for 24 years and manages $2.7 billion in assets. The FT 300 Top RIAs hail from 37 states and Washington, D.C.