FiComm Partners

June 16, 2016 12:00 ET

B|O|S Named to 2016 Financial Times 300 Top Registered Investment Advisers List

B|O|S has Been Recognized Among the Top 300 Registered Investment Advisors (RIAs) Nationwide; B|O|S Offers Financial Planning and Asset Management to High-Net Worth Individuals, Families, and Institutions in the Bay Area, and Manages More Than $3.5 Billion in Client Assets

SAN FRANCISCO, CA--(Marketwired - June 16, 2016) - B|O|S, a leading Bay Area independent wealth management firm, has been named to the Financial Times 300 Top Registered Investment Advisers list for 2016. The esteemed list recognizes top independent RIA firms from across the U.S.

"It's a tremendous honor to be recognized as a leader in independent wealth management," said Kevin Dorwin, Managing Principal at B|O|S. "Our reputation is a testament to our team's relentless dedication to meeting our clients' needs and putting their interests first."

More than 1,500 pre-screened RIA firms were invited to apply for consideration to be included in the FT300 based on their assets under management (AUM). Applicants were graded on six criteria: AUM, AUM growth rate, years in existence, advanced industry credentials of the firm's advisors, online accessibility, and compliance records.

Founded in 1985, B|O|S has a leading track record serving the Bay Area's wealthy families, individuals, entrepreneurs, charitable endowments and foundations. The firm focuses on offering independent advice to clients that looks beyond market volatility and focuses on the long-term horizon. The firm manages more than $3.5 billion in client assets as of May 2016.

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About B|O|S
B|O|S is a leading California Bay Area independent wealth management firm with over 30 years of experience serving high net worth clients. B|O|S manages approximately $3.5 billion in client assets as of May 2016 by looking at their complete pictures -- their financial lives and the complex world of investing -- to thoughtfully invest and confidently plan for their futures.

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