WE Family Offices is proud to be included once again in Barron’s annual ranking of the nation’s leading independent advisory firms. This marks the eighth consecutive year that our firm has been recognized on the Top 100 RIA Firms list.
Barron’s began publishing advisor rankings in 2004 to spotlight best practices and raise standards across the wealth management industry. The 2025 list evaluates firms on multiple factors, including assets under management, growth, succession planning and the use of technology.
We are honored by this recognition and grateful to our clients for the trust and confidence they place in us.
Read more about this recognition here.
Important Disclosure:
This material includes references to financial media firms and awards pertaining to third-party ratings and rankings of WE Family Offices LLC (“WE Family”), that may be public information in the ordinary course of its business, and such firms are not affiliated or related to WE Family. These firms may have independently provided WE Family with a questionnaire or survey as structured by the firms and used in the preparation of the third-party rating or ranking and not designed or prepared to produce any predetermined result. WE Family does not compensate directly or indirectly such firms in connection with obtaining or using the third-party rating or rankings. This rating was confirmed in September of 2025 based on data as of June 30, 2025. Barron’s created and tabulated the rating; judging panels made decisions based on award-specific methodology.
