WE Family Offices Founder and Managing Partner Santiago Ulloa was recently named no. 19 on Barron’s Top Financial Advisors in Florida, up from no. 27 on the list last year.
The list includes the top advisors in each state and includes a cross-section of private-wealth advisors—from independent advisors who own and operate their own practices to advisors from the large Wall Street firms. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices.
“I am honored by the recognition from Barron’s and I know the growth that we have experienced comes from putting our clients’ interest first,” says Ulloa.
The state-by-state list of No. 1-ranked advisors is available here and Barron’s subscribers can see the complete state-by-state list 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 March of 2017 based on data within a 12-month period. Barron’s created and tabulated the rating; judging panels made decisions based on award-specific methodology.
