August 17, 2020

CPC Advisors Named to Financial Times 300 Top Registered Investment Advisers List

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Elite recognition rewards team effort for their expertise and breadth of services sought by investors.

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The CPC Advisors team just keeps getting better and better.

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The wealth management firm located at 1475 Peachtree Street in Atlanta was recently named to the Financial Times 300 Top Registered Investment Advisers List.

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“This is quite an achievement when you consider the size of our firm and the fact that there are some 13,000 registered investment advisors (RIAS) in the country,” said CPC Founder and President Mike Hines. “That puts us in the top 5% of financial planning companies – a feat that we are extremely proud of.”

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“The best thing about this recognition is that it celebrates teamwork,” said S.V.P. Bob Bordett. “From our Investment Committee and Financial Advisors to our Client Service and Operations folks, it’s working together to do what is best for our clients that’s created our success.”

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“Clients seek reassurance in volatile times,” added CPC’s Varun Marneni. “We’ve been helping clients navigate life and make astute decisions about their wealth management for over four decades. So we’ve pretty much seen it all.”

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“Yes, we are known for helping our clients plan and implement investment strategies,” said Financial Planner Adele Gipson, “but there is a lot more trusted advice and expertise we bring to the table. We help with everything from insurance coverage to minimizing taxes, estate planning and Social Security. In fact, there are 100 Ways we help our clients grow, manage and preserve their wealth.”

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“The recognition is great,” added Blake Flood, Financial Advisor. “But it’s seeing the smiles on our clients’ faces that is the ultimate reward. We love what we do – and it shows.”

The FT 300 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have at least $300 million in assets under management (AUM). The FT then invited a list of over 2,000 advisors to complete a survey used to obtain more information on the advisors’ practices. 760 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. AUM is the top factor, accounting for roughly 72 percent of the applicant's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Consolidated Planning Corporation. Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services.

Investment advisory services are offered through Consolidated Planning Corporation. Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.