We are pleased to announce that WE Family Offices has been named among Barron’s Top 100 Registered Investment Advisor Firms of 2022. This marks the fifth consecutive year that WE Family Offices has been recognized as a top RIA by this publication, climbing five places from 2021.
The annual Barron’s Top 100 Registered Investment Advisor Firms list ranks the most prestigious independent advisory firms throughout the U.S. to help investors find quality financial guidance. As in previous years, this ranking was determined based on assets managed, size and experience, technology spending, staff diversity, succession planning and a variety of other quantitative and qualitative metrics.
Out of all the elite firms on this year’s list, WE Family Offices is the only firm with less than 100 clients, showcasing the family office company’s strong dedication and abilities to serve client interests.
“As a fiduciary family office company, our entire team works diligently to meet each client’s unique needs so that family wealth can be maintained throughout many generations to come. It is very rewarding to have this dedication recognized by the financial media year after year,” comments WE Family Offices Managing Partner Michael Zeuner.
To view the complete list of Barron’s Top 100 RIA Firms of 2022, please 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 September of 2022 based on data within a 12-month period. Barron’s created and tabulated the rating; judging panels made decisions based on award-specific methodology.
