Since 1990, we have always strived to set ourselves apart from the plethora of financial advisers located here in Atlanta and around the United States. We recognize that every individual is unique, from their financial situation to their future goals, but we believe EVERYONE deserves a financial adviser who puts the needs of their clients first. As a fiduciary, that is exactly what we are required to do, but frankly, we really enjoy helping people and would do so anyway.
When I started my CPA practice out of my living room in Fairburn, Georgia in 1980, I would have never dared to dream of receiving national recognition for my company. Now, 40 years later, we are both excited and honored to announce that we have, once again, been named to the Financial Times 300 Top Registered Investment Advisers* – making the list in both 2018 and 2019. “The list recognizes top independent RIA firms from across the U.S. This is the sixth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.”
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 (AUM)
- AUM Growth Rate
- Years in Existence
- Advanced Industry Credentials of the Firm’s Advisers
- Online Accessibility
- Compliance Records
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 over 22 years and manages $4.6 billion in assets. The FT 300 Top RIAs hail from 37 states.
We believe that you can overcome an abundance of weaknesses in many areas by simply being committed to hard work. But, in my opinion, the extent of our success would not be attainable through hard work alone – that hard work must be accompanied by the ability to successfully manage clients’ money. My staff works diligently for many hours a week, and even on the weekends during tax season, to try to achieve such results for our clients. All of my partners, Robby Schultz and Eddie Wilcox of Rollins Financial and Danielle Van Lear of Rollins & Van Lear, have been at the firm in excess of 15 years, and provide our clients with the knowledgeable and dedicated service they have come to expect.
Over the last several years, we have received the following recognitions:
• Atlanta Magazine FIVE STAR Wealth managers, 2009-2018
• #20 on CNBC’s List of Top 100 Fee-Only Wealth Management Firms in the U.S., 2015
• Accounting Today Top 150 CPA Firms by AUM, 2017
• Financial Times 300 Top Financial Advisers, 2018
• Accounting Today Top 150 CPA Firms by AUM, 2018
• Financial Times 300 Top Financial Advisers, 2019
• Accounting Today Top 150 CPA Firms by AUM, 2019
• AdvisoryHQ’s 11 Best Financial Advisors & Planners in Atlanta, GA, 2019
When we received the award from CNBC based on assets at December 31, 2014, we managed roughly $274 million. Today, our assets under management total nearly $600 million; therefore, in the last four years we have more than doubled the size of our firm. And the fact that we continue to receive national recognition is completely attributable to the hard work of my staff and loyal clients like all of you.
We thank you for your trust and look forward to growing with you for many years to come.
* 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.
Best Regards,
Joe Rollins
When I started my CPA practice out of my living room in Fairburn, Georgia in 1980, I would have never dared to dream of receiving national recognition for my company. Now, 40 years later, we are both excited and honored to announce that we have, once again, been named to the Financial Times 300 Top Registered Investment Advisers* – making the list in both 2018 and 2019. “The list recognizes top independent RIA firms from across the U.S. This is the sixth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.”
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 (AUM)
- AUM Growth Rate
- Years in Existence
- Advanced Industry Credentials of the Firm’s Advisers
- Online Accessibility
- Compliance Records
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 over 22 years and manages $4.6 billion in assets. The FT 300 Top RIAs hail from 37 states.
We believe that you can overcome an abundance of weaknesses in many areas by simply being committed to hard work. But, in my opinion, the extent of our success would not be attainable through hard work alone – that hard work must be accompanied by the ability to successfully manage clients’ money. My staff works diligently for many hours a week, and even on the weekends during tax season, to try to achieve such results for our clients. All of my partners, Robby Schultz and Eddie Wilcox of Rollins Financial and Danielle Van Lear of Rollins & Van Lear, have been at the firm in excess of 15 years, and provide our clients with the knowledgeable and dedicated service they have come to expect.
From left to right: Danielle Van Lear, Robby Schultz, Joe Rollins and Eddie Wilcox
Over the last several years, we have received the following recognitions:
• Atlanta Magazine FIVE STAR Wealth managers, 2009-2018
• #20 on CNBC’s List of Top 100 Fee-Only Wealth Management Firms in the U.S., 2015
• Accounting Today Top 150 CPA Firms by AUM, 2017
• Financial Times 300 Top Financial Advisers, 2018
• Accounting Today Top 150 CPA Firms by AUM, 2018
• Financial Times 300 Top Financial Advisers, 2019
• Accounting Today Top 150 CPA Firms by AUM, 2019
• AdvisoryHQ’s 11 Best Financial Advisors & Planners in Atlanta, GA, 2019
When we received the award from CNBC based on assets at December 31, 2014, we managed roughly $274 million. Today, our assets under management total nearly $600 million; therefore, in the last four years we have more than doubled the size of our firm. And the fact that we continue to receive national recognition is completely attributable to the hard work of my staff and loyal clients like all of you.
We thank you for your trust and look forward to growing with you for many years to come.
* 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.
Best Regards,
Joe Rollins
