Insights

AGW Capital Advisors Named Among Financial Times Top U.S. Investment Advisers

TAMPA, Fla. (July 10, 2019) – AGW Capital Advisors has been named by the Financial Times to its sixth annual list of top 300 U.S. investment advisers for 2019.

AGW is the only firm in Tampa to receive this distinction, and one of 11 in Florida.

More than 2,000 qualifying registered investment advisers (RIAs) were invited by the London-based Financial Times and Ignites Research to complete a lengthy application to be considered for the FT 300 Top Registered Investment Advisers list. Applicants were graded on a variety of factors, including experience managing money and client trust, as well as growth of assets, industry certifications, and reliability and experience of managing assets through different market environments.

“We’re delighted and honored to have been chosen to join such distinguished companies,” said AGW founding partner P.J. Gardner.

This year’s FT 300 can be found online here: https://www.ft.com/content/44d2b2b2-6cef-11e9-9ff9-8c855179f1c4

AGW also was recently awarded the CEFEX (Centre for Fiduciary Excellence) certification, signifying adherence to the Global Fiduciary Standard of Excellence, attesting to their compliance of fiduciary best practices.

AGW was founded in 2009 by P.J. Gardner, Jay Annis and Paul Whiting Jr. in the aftermath of the financial crisis of 2008. The firm has since expanded its operations to 12 employees, broadened and deepened its service offerings, and grown assets under management (AUM) to approximately $2.2 billion as of the end of 2018.
 


About AGW Capital Advisors
Tampa, Fla.-based AGW is an independent, employee-owned investment consulting firm committed to providing private clients and family offices, corporate assets, defined contribution and defined benefit plans, endowments and foundations and financial intermediaries with a full-range of financial advisory services. More information can be found at www.agwcapital.com.

About the ranking
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). 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. 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.