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 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.