South Texas Money Management (STMM) Named to Financial Times Top 300 Advisers (FT 300) List


SAN ANTONIO, TX - June 22, 2017 – South Texas Money Management is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the United States. This is the fourth consecutive time STMM has been named to the FT 300 list. 

South Texas Money Management applied for consideration, having met a set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300. 

Jeanie Wyatt, CFA, the firm’s CEO & Chief Investment Officer stated, "We are honored to be part of this national recognition. Our 60 plus employees in our five offices across the state of Texas are absolutely dedicated to and work hard to assist our clients and adhere to our disciplined investment process, while operating with the highest standards of integrity." 

The firms on the elite list have been in existence for an average of 24 years and manage $2.7 billion in assets. The FT 300 Top RIAs hail from 37 states and Washington, D.C. 

 About South Texas Money Management, Ltd. 

STMM was founded in 2000 by Jeanie Wyatt, CFA®. As of March 31, 2017, STMM managed over $3 billion in assets including equity, fixed income, and balanced asset classes for individuals, trusts, retirement plans, charitable foundations and endowments, as well as for bank trust departments and other institutions. Based in San Antonio, STMM has additional offices in Austin, Corpus Christi, Dallas, and Houston. For more information, see 

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