WE Family Offices is pleased to announce that it has been named among Financial Advisor magazine’s top Registered Investment Advisors of 2019, a list that ranks firms based on assets under management, among other factors. Out of the 683 firms on this year’s list, WE Family Offices comes in at number three out of the five firms who possess an average client size of more than $100 million.
Alongside Financial Advisor magazine’s full list of top RIAs, the publication also reports that clients are now wanting their firms to provide more services on top of wealth management, investment management and retirement planning, including tax planning, estate planning and more.
“Our firm has always been dedicated to providing our clients with sophisticated, transparent advice for all aspects of their financial lives so that they can build and preserve their wealth enterprise®s. It is very rewarding to have this commitment recognized by the financial media, says WE Family Offices Managing Partner Michael Zeuner.
For firms to be eligible for Financial Advisor magazine’s RIA ranking, they must be independent Registered Investment Advisors, file their own ADV statement with the SEC and provide financial planning and related services to individual clients.
To view Financial Advisor magazine’s entire 2019 RIA Ranking, click 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 July of 2019 based on data within a 12-month period. Financial Advisor Magazine created and tabulated the rating; judging panels made decisions based on award-specific methodology.
