Willow Creek Named to 2018 Financial Times 300 Top RIAs

Jun 28, 2018 Willow Creek Wealth Management Posted in Featured, In the News

Willow Creek Wealth Management has been named one of the Top 300 Registered Investment Advisory firms in the United States for a fifth 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 Heather Belli, Willow Creek Wealth Management partner. A fee-only, independent advisory firm serving over 600 families, Willow Creek celebrates their 34th business anniversary this year. With offices in Sebastopol and Marin County, 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 apply for consideration, having met a minimum set of criteria. Applicants are 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 a cohort of elite RIA firms, with the “average” practice in existence for 24 years, managing $2.7 billion in assets. The FT 300 Top RIAs hail from 37 states and Washington, D.C.