Atlanta, GA – June 28, 2018: JOYN, Atlanta’s Behavioral Wealth Management firm, has been named to the Financial Times 300 (FT 300) Top Registered Investment Advisers for the fourth time in five years. The ranking recognizes the top independent RIA firms across the United States based on assets under management and other factors.*
JOYN is one of just 16 RIAs named in Georgia, and it’s “the first time that Atlanta was home to the most FT 300 advisers, with 14. New York was second, with 12.”
The Financial Times recognized JOYN by name:
The markets have been choppier in 2018, which is fine with many elite RIAs; most of the FT 300 companies focus less on emphasising their investing acumen and instead stress their value in helping investors craft a financial plan and stick to it. One example is JOYN, based in Atlanta, which offers what it calls “behavioural wealth management” that aims to address investors’ stress responses to markets and decision-making.
“We’re pleased to once again be recognized by the Financial Times as one of the top financial advisors in the country,” said David Geller, JOYN’s CEO and Co-Founder. “It’s an honor to be part of such a prestigious group and recognized for our behavioral wealth management model. Also, it’s great to see Atlanta edging out New York City for the most RIAs who earned this recognition.”
“I want to congratulate our entire team; they really deserve the credit for all they do to care for our clients,” he continued. “Our FT 300 Top RIA Advisers ranking highlights the strength of our financial planning process and the growing appeal of our Behavioral Wealth Management model. Behavioral Wealth Management is based on the science of behavioral economics and behavioral finance; it incorporates findings about how humans actually make financial and investment decisions—not how we like to imagine we do.”
“We created our Behavioral Wealth Management model as the next evolution in wealth management,” Geller continued. “Understanding that there’s a real human behind every financial decision we make allows us to take client planning to the next level.
“At JOYN, we don’t just help you grow and protect you wealth; our advisors believe we have a broader duty to our clients: to help you use your wealth to create a meaningful, fulfilling life.”
Believed to be the first and only Behavioral Wealth Management firm in the U.S., JOYN has invested over a decade applying neurobiology and the scientific principles of Behavioral Economics and Behavioral Finance to create a new paradigm in wealth management. Established in 1991, JOYN is one of the leading registered investment advisory firms in Atlanta, with $1.34 billion in assets under management as of September 30, 2017. Over the years, JOYN & team have earned spots on a number of prestigious lists, including Barron’s Top U.S. Investment Advisors, REP’s Top 100 U.S. Registered Investment Advisors, Financial Advisors U.S. RIA Ranking, & the Financial Times 300, based on assets under management and other factors. Their writings have appeared in publications including The New York Times, The Wall Street Journal and The Huffington Post.
FT’s evaluation criteria includes six objective factors:
- Total assets under management (AUM)
- AUM growth rate
- Years in practice
- The financial advisory firm’s compliance record
- Financial Advisor industry certifications
- Online accessibility for investors.
The 2018 Financial Times 300 Top Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.