FBB Capital Partners Named to 2020 Financial Times 300 Top Registered Investment Advisers

Bethesda-based firm with independent investment management and wealth advisory services makes sixth FT 300 list

BETHESDA, Md.–(BUSINESS WIRE)–FBB Capital Partners is pleased to announce it has been named in the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

“We are honored to be included in this year’s FT 300,” said Mike Mussio, President of FBB Capital Partners. “The FBB team is comprised of experienced individuals who share a mutual passion for helping our clients grow and sustain their hard-earned wealth. I’m proud of the culture we have created at FBB Capital Partners, which has in part led us to be included in the FT 300 list for the sixth time.”

This is the seventh annual FT 300 list produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.

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 median AUM of this year’s group is $1.9 billion. The FT 300 Top RIAs represents 39 different states and Washington, D.C.

The FT 300 is one in a series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).

About FBB Capital Partners

FBB Capital Partners (www.fbbcapitalpartners.com) is a Bethesda-based, fee-only wealth management firm that has been in operation for 30 years. FBB Capital Partners specializes in providing tailored, independent investment management and wealth advisory services to affluent families and individuals, business owners, foundations, and endowments.

For the past six of seven years, the firm has been named to the Financial Times 300, which has listed FBB Capital Partners among its Top 300 Registered Investment Advisers (RIAs) in the country. Today, FBB Capital services clients in the greater D.C. region and 27 states across the country.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Contacts

Sandy McKenzie

Gregory FCA for FBB Capital Partners

sandy@gregoryfca.com
610-228-2147