WE Family Offices Ranked By Financial Planning Magazine as Top RIA Leader: 2015
January 26, 2015
WE Family Offices was ranked #25 on Financial Planning magazine’s RIA Leaders: 2015 Ranking that was released in January 2015. The ranking’s requirements for inclusion have narrowed, shrinking the playing field of firms who qualify. According to the publication, they have increased scrutiny to “capture the strictest picture of independence.”
Criteria to qualify for the list include “excluding firms with broker-dealer and insurance company affiliations, and large outside owners. We also this year sought to remove firms that sell their own commission-generating investments. The list includes only firms that provide true holistic financial planning — not just investment advice — to more than 50% of their individual clients.”
In addition to placing on the publication’s RIA Leaders: 2015 list, WE Family Offices also placed on the 50 Fastest Growing list at #22, with 20% growth over the past year.
To view the entire ranking, please click here: http://cdn.financial-planning.com/media/pdfs/FP0115_Top100List.pdf
To view the Fastest-Growing List, please click here: http://cdn.financial-planning.com/media/pdfs/FP0115_Top50Fastest.pdf
About Financial Planning Magazine:
From Financial Planning’s website: “Since 1970, Financial Planning’s mission has been to deliver the essential information that independent advisors need to make informed decisions about their business and the clients they serve. We are the only website dedicated to the needs of the independent financial planner. Our loyal audience consists of powerful and action oriented financial advisors who rely on us to provide news, opinion, expert advice and practical business building ideas that independent financial planners need to be successful. Their primary concerns are their clients (building relationships), their practice (building and managing their business) and managing their client’s portfolios.
We also produce podcasts, conferences, custom publications and eNewsletters—all covering in-depth analysis and planning advice. Whatever the medium, our purpose remains the same: to provide advisors with the most up-to-date information and cutting-edge analysis on investments, client relationships and business management. Our mission is to help advisors run a thriving business.”
