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Altfest Personal Wealth Management Ranked as One of the Top 300 Registered Investment Advisers (RIA) in the Nation by Financial Times


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We are proud to again be included in this influential business and finance publication’s list of the Top Financial Advisers.
Considered by Financial Times to be among the nation’s best, Altfest Personal Wealth Management was selected based on several considerations including assets under management (AUM), our more than three decades long track record of attracting and retaining clients, and providing quality service to clients through our solid staff of “outstanding financial professionals,” most of whom hold well-respected industry certifications.

While industry accolades are very exciting, what is most rewarding to us is that for the past 34 years, our firm has been committed to putting you, our clients, first while maintaining our place at the forefront of investment management and financial planning.

Please feel free to share this announcement. As always, reach out to us with your questions.



* FT 300 Disclosure: The 2017 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.


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