InvestmentNews Named WE Family Offices Among the Top Fee-Only RIAs in 2022
December 9, 2022
We are pleased to announce that WE Family Offices has been named among the top fee-only RIAs in 2022 by InvestmentNews. This annual ranking honors the largest fee-only firms across the U.S. based on the data reported on their form ADV to the SEC, with WE earning the No. 21 spot out of 50 on this honorable list.
While these lists never tell a firm’s complete story, WE’s position as one of the few firms with a purely non-discretionary investment model is a true testament to the importance of letting clients stay in control of the investment decisions affecting their wealth enterprises.
In response to the firm’s achievement, WE Family Offices Managing Partner Michael Zeuner comments, “It is such an honor to have our commitment to our clients recognized time and time again by the financial media. As fiduciary advisors, our family office company always strives to meet the unique needs of each and every one of our clients, and I think our achievements reflect this dedication.”
To view the entire list of top fee-only RIAs in 2022, click here.
This material incudes references to financial media firms and awards pertaining to third-party ratings and rankings of WE, that is public information in the ordinary course of its business, and such firms are not affiliated or related to WE. These firms may have independently provided WE 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 does not compensate directly or indirectly such firms in connection with obtaining or using the third-party rating or rankings.