WE Family Offices Named Among Barron’s Top RIA Firms of 2019

October 1, 2019

We are pleased to announce that WE Family Offices has earned a spot on Barron’s Top 50 Registered Investment Advisor Firms of 2019. This is the second consecutive year that WE Family Offices has been named to this selective list.

This Barron’s list ranks the most prestigious RIA firms throughout the U.S. to help investors find quality financial guidance. The ranking is determined based on assets managed, the size and experience of teams, the regulatory records of the advisors and firms, and a variety of other quantitative and qualitative components.

Barron’s conducted their annual ranking as the independent-advisory business is simultaneously growing and consolidating at a rapid rate. Most of this progression is occurring organically from individual investors opening or expanding investment relationships with firms, instead of mergers or acquisitions of other advisory firms. Due to this growth, Barron’s continues to expand their Top RIA Firms list to include 50 spots, up a total of 30 spots since their first ranking in 2016.

“Our firm is honored to be listed among Barron’s Top RIA Firms for the second time in a row,” comments WE Family Offices Managing Partner Michael Zeuner. “We see this growth in the independent space as a win for investors and are pleased to be named among the firms committed to offering independent financial advice”

The complete list of Barron’s Top 50 RIA Firms is available 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 2019 based on data within a 12-month period. Barron’s created and tabulated the rating; judging panels made decisions based on award-specific methodology.