Aadil Zaman Recognized by Financial Times
The Financial Times has named Aadil Zaman of Wall Street Alliance Group to its 2020 edition of its 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S.
Wall Street Alliance Group, which joined Securities America in 2016, is a nationally recognized wealth management firm headquartered in Manhattan, New York. The firm serves high net worth clients and is on a mission to empower first-generation immigrants achieve financial well-being. Wall Street Alliance has a team of advisors with expertise in areas such as tax and estate planning, asset protection, portfolio management, 401(k) plans, defined benefit plans, special needs planning, physician financial planning and trust services.
This is the sixth annual Financial Times 401 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.
Financial professionals from across the U.S. applied for consideration, having met a set minimum of requirements. The applicants were then graded on six criteria: DC assets under advisement (AUA); DC AUA growth rate; specialization in DC plans; years of experience; advanced industry credentials; and compliance record.
The final Financial Times 401 represents a cohort of elite advisers. The median DC plan assets administered by this year's group is $800 million. DC plans on average account for 86 percent of total client assets. The Financial Times 401 advisers represent 41 states and Washington, D.C.
The Financial Times 401 is one in a series of rankings of top advisers developed by the Financial Times in partnership with Ignites Research, including the Financial Times 300 (independent RIA firms) and the Financial Times 400 (broker-dealer advisers).