Broker Check

MONECO Advisors Named to 2020 Financial Times 300

August 06, 2020

MONECO Advisors Named to 2020 Financial Times 300 Top Registered Investment Advisors

FAIRFIELD, Conn., July 30, 2020 – MONECO Advisors is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. 

This is the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.

RIA firms applied for consideration, having met a minimum set of criteria. Applicants were 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 firm’s growing team can now offer increased flexibility and a greater capability to assess, design and implement a host of financial planning strategies across all areas of one’s financial life. The MONECO Advisors team consists of six Certified Financial PlannerTM professionals, two Accredited Investment FiduciariesTM, one Certified Investment Management Analyst® designee, two advisors with their Juris Doctorate and two MBAs, to help meet the increasing complex financial planning topics that face individuals, families and businesses today.

“The receipt of this award is the culmination of a truly team effort,” stated Charlie Rocco, Managing Partner at MONECO Advisors. “Despite the market disruptions brought about by Covid-19, our team has remained focused on providing exceptional client service, so to some extent, this award should be shared with our clients, who have entrusted their financial planning needs to our team throughout the years.” The award not only comes amid the current health crisis, but as the firm celebrates its 40th year in business.

The final FT 300 represents an impressive cohort of elite RIA firms, as the median AUM of this year’s group is $1.9 billion. The FT 300 Top RIAs represent 39 different states and Washington, D.C.

The FT 300 is one in series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).

“This is truly an honor and one that we don’t take lightly,” said John Rosenau, Managing Partner at MONECO Advisors.  “The Financial Times have long been known as a premier publication in our business that is widely respected and is distributed around the globe.  We could not be more excited for our firm, our team and the future ahead.”

Link to FT article on the award.

About MONECO Advisors, LLC

MONECO Advisors was founded in 1980 at a time when transactions ruled, and clients’ best interests were often lost in the shuffle. Since its inception, the team at MONECO always felt that clients deserved more. The firm was built to provide a truly client centric approach: In-depth financial planning that puts each client’s needs, priorities and goals at the center of its relationships.

The firm strives to use its diverse experience, resources and a deep understanding of today’s financial planning topics to help give clients confidence, knowing that their financial future is in good hands and on track.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). 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. Over 750 qualified firms applied for the award, 300 of which were selected (40%). 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.