WE Family Offices Named Among the 2020 Financial Times Top 300

July 30, 2020

WE Family Offices is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. This marks the seventh consecutive year WE has been included on this list, which recognizes the top independent RIA firms across the U.S.

This year’s list includes an impressive cohort of elite RIA firms that were selected after applying for consideration and meeting a minimum set of criteria. The firms were then scored on several factors, including assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

“As fiduciary advisors, we are dedicated to always putting our clients’ interests first,” says WE Family Offices Managing Partner Michael Zeuner. “It is an honor to have this commitment recognized by the Financial Times year after year.”

To view the full FT 300 list, please click here.

  

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.