WE Family Offices Founder and Managing Partner Santiago Ulloa was recently named no. 17 on Barron’s Top Advisors in Florida, up from no. 19 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,” says Ulloa. “Our growth comes from our focus on providing advice that puts the client’s interest first and foremost, so it’s rewarding to see our commitment recognized.”
The state-by-state list of advisors is available to Barron’s subscribers here.
