June 29, 2017 – Westmount Asset Management has been honored again by Financial Times as one of America’s top 300 Registered Investment Advisors (RIAs).  A reprint of the Financial Times list for 2017 can be found here.

Previously, Westmount and its president, Jim Berliner, have been recognized for being among the nation’s leading advisors by other publications, such as Barron’s, Worth and Medical Economics.


FT 300 Disclosure
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June, 2017). 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. 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.