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.
Commenters claimed that a “clearly and prominently” disclosure standard would pose challenges for certain advertisements, including advertisements on certain social media or internet platforms, if hyperlinking is not permitted. See, e.g., Fidelity Comment Letter; LinkedIn Comment Letter; MMI Comment Letter. As discussed above, we continue to believe that it would not be consistent with the clear and prominent standard to use a hyperlink to include the disclosures required under the final rule. See supra section II.C.2.a. Instead, such required disclosures should be included within the advertisement.