Craig Stanley Named to 2018 Financial Times 401 Top Retirement Advisers

We are pleased to announce that Craig Stanley has been named to the 2018 edition of Financial Times’ 401 Top Retirement Advisers!

This list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans, across the US.

Candidates were graded on six criteria: DC assets under management; DC plan growth rate; specialization in DC plans; years of experience; advanced industry credentials; and compliance record. There are no fees or other considerations required of advisers who apply for the FT 401.

The final FT 401 represents an impressive cohort of elite advisers: the “average” adviser in this year’s FT 401 has 20 years of experience advising DC plans and advises $1.26 billion in DC plan assets. The FT 401 advisers hail from 38 states and Washington, D.C., and defined contribution plans, on average, account for 81% of their practices’ total assets.

This is Craig’s 3rd time making the distinguished list, which is produced independently by Financial Times in collaboration with Ignites Research, a subsidiary of FT that provides business intelligence on the asset management industry.  Craig has also previously been named as a Top Retirement Plan Advisor Under 40 in the U.S., a list produced by the National Association of Plan Advisors.

Click here to see the full list of winners and the criteria used in the selection process.

Craig Stanley is a Registered Representative and Investment Advisor Representative offering securities and investment advisory services solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC, a registered broker/dealer and registered investment advisor. AIC and Summit Group of Virginia LLP are not affiliated. Additional products and services may be available through Craig Stanley or Summit Group of Virginia LLP that are not offered through AIC. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your circumstances. 

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