WE Family Offices Named Among America’s Top RIAs of 2023 by Financial Advisor Magazine

August 3, 2023

We are pleased to announce that WE Family Offices has been named among America’s Top RIAs of 2023 by Financial Advisor Magazine. This marks the seventh 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, including assets under advisement, fee structure, number of client families and assets per client.

While these lists only provide a partial picture, we take great pride in being one of the few firms on this year’s list that follow a purely non-discretionary investment model. This means that our clients retain complete control over the investment decisions that impact their wealth enterprises. Moreover, within the top 50 firms, we stand among the three firms catering exclusively to ultra-high-net-worth families, with an average client size exceeding $100 million.

In response to the firm’s achievement, WE Family Offices Managing Partner Michael Zeuner, managing partner at WE Family Offices, comments, “We are delighted to see our success, growth, and unique approach to wealth management acknowledged by the financial media time and time again. Our commitment to providing exceptional service and tailored solutions to our family office clients has been the driving force behind this well-deserved recognition.”

To be considered for Financial Advisor Magazine’s annual RIA ranking, firms must qualify as independent Registered Investment Advisors, submit their own ADV statement to the SEC and offer 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 2023 based on data within a 12-month period as of 12/31/22. The Financial Advisor Magazine created and tabulated the ranking.