WE Family Offices Recognized in Financial Advisor Magazine’s 2019 RIA Ranking
July 17, 2019
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 enterprises. 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.