WE Family Offices Among RIAs With the Highest Account Values in 2024

December 5, 2024

WE Family Offices has been recognized in SmartAsset’s RIAs With the Highest Account Values – 2024 Study, published in Nasdaq. This study highlights firms with exceptional average account values, and WE Family Offices stands out with an average account value of $128.8 million across just 108 accounts, supported by a total regulatory AUM of $13.9 billion.

This recognition reflects the firm’s commitment to providing personalized, high-quality financial advisory services to UHNW families. Among the thousands of RIAs evaluated, WE Family Offices’ outstanding account values affirm its unique approach to wealth management, balancing exclusivity and exceptional service.

For a complete view of the SmartAsset 2024 RIA rankings, 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 November of 2024 based on data within a 12-month period. SmartAsset created and tabulated the rating; judging panels made decisions based on award-specific methodology.