Southfield’s Advance Capital Management Honored by Financial Times

Joe Theisen
Joe Theisen, CEO of Advance Capital Management // Photo courtesy of Advance Capital Management

Advance Capital Management in Southfield has been named to the 2020 Financial Times Top 300 Registered Investment Advisers list for the fourth year in a row.

The firm provides financial planning, retirement planning, and investment management services to individuals and families. It also has $3 billion in assets under management and more than 5,000 investment advisory clients.

“We are again honored to be named a top financial adviser in the U.S. and especially proud to have done it for four consecutive years,” says Joe Theisen, CEO of Advance Capital Management. “The achievement is the direct result of putting our clients’ best interest first. We can’t thank our clients enough for their support.”

Upon having met a list of criteria, registered investment adviser firms are graded on six different factors including assets under management (AUM), AUM growth rate, years in existence, advanced industry credentials of the firm’s advisers, online accessibility, and compliance records.

This year’s Financial Times 300 represents elite RIA firms from 39 states and Washington, D.C., with the median AUM of the group totaling $1.9 billion.

Advance Capital Management has additional offices in Ohio, Illinois, and Texas.