WE Family Offices Recognized by Financial Advisor Magazine

WE Family Offices has been named to Financial Advisor magazine’s list of RIAs with the wealthiest clients, based on average client account size. The list comes alongside the publication’s full list of top Registered Investment Advisors, which is based on assets under management and includes more than 600 firms across the country.

Financial Advisor magazine reports that RIAs across the industry are seeing growth in their average client account size. A recent RIA Benchmarking Study from Charles Schwab found that of the more than 1,200 RIAs surveyed, the average client relationship increased in size from $1.6 million in 2015 to $1.8 million in 2016.

“It’s an honor to be recognized by the financial media,” comments Managing Partner Michael Zeuner. “Our focus has always been providing advice that puts the client’s interest first, without agenda or conflict, and it’s rewarding to have our commitment recognized.” Financial Advisor magazine’s full RIA ranking is available here, and the list of 10 RIAs serving the wealthiest clients is available here.

To be eligible for the Financial Advisor magazine RIA ranking, firms must be independent Registered Investment Advisors and file their own ADV statement with the SEC. They need to provide financial planning and related services to individual clients.

About Financial Advisor: Reaching 108,000 qualified readers each month, Financial Advisor delivers essential market information and strategies that advisors need to succeed in their increasingly complex environment. FA focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. FA goes in-depth to challenge traditional planning wisdom by introducing readers to new approaches to help them better counsel clients. To achieve these goals, FA continuously seeks to bring together the best team of editors and contributing writers to provide the most compelling publication for the top decision-makers in the financial advisory field.