WE Family Offices Named Among America’s Top RIAs by Financial Advisor Magazine

July 21, 2022

We are pleased to announce that WE Family Offices has been named among America’s top RIAs of 2022 by Financial Advisor Magazine. This marks the sixth consecutive year that WE has been recognized by this annual ranking, which highlights the most successful independent advisory firms in the U.S. based on a variety of factors such as assets under advisement, fee structure, number of client families and assets per client.

While these lists don’t tell the complete story, we are proud that out of the firms recognized on this year’s list, WE is the only firm with a purely non-discretionary investment model, which means WE clients stay in control of the investment decisions affecting their wealth enterprises. In addition, out of the top 50 firms, WE is one of only two firms that exclusively serve ultra-high net worth families, with an average client size of nearly $140 million.

In response to the firm’s achievement, WE Family Offices Managing Partner Michael Zeuner comments, “It is rewarding to have our success, growth and differentiated approach to wealth management recognized by the financial media. We look forward to continuing the dedication to service that has led to this recognition.”

For firms to be eligible for Financial Advisor Magazine’s annual 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 RIA list, 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 2022 based on data within a 12-month period as of 12/31/21. The Financial Advisor Magazine created and tabulated the ranking.