WE Family Offices Named Among Barron’s Top RIA Firms of 2020
September 17, 2020
We are pleased to announce that WE Family Offices has earned a spot on Barron’s Top 100 Registered Investment Advisor Firms of 2020. This marks the third consecutive year that WE Family Offices has been recognized as a top RIA by this publication.
Barron’s annual list ranks the most prestigious independent advisory firms throughout the U.S. to help investors find quality financial guidance. As in prior years, the ranking was determined based on assets managed, size and experience, regulatory records, and a variety of other quantitative and qualitative components. This year, however, Barron’s also introduced several new metrics to its ranking formula, including technology spending, staff diversity and succession planning.
Barron’s added the metrics mentioned above to reflect the changes underway in the wealth management industry as a result of both the COVID-19 pandemic and the national focus on improving equity and diversity outcomes. As a result, Barron’s believes that RIA firms must successfully adapt in order to thrive and be a top independent firm in 2020 and beyond.
“Our firm is honored to be listed among Barron’s Top RIA firms of the year,” said WE Family Offices Managing Partner Michael Zeuner. “The entire world is evolving, and we are honored that the financial media recognizes that our firm is evolving with it, all without sacrificing our commitment to our clients.”