WE Family Offices Named Among Barron’s Top RIA Firms of 2021

We are pleased to announce that WE Family Offices has been named among Barron’s Top 100 Registered Investment Advisor Firms of 2021. This marks the fourth 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, this ranking was determined based on assets managed, size and experience, regulatory records, and a variety of other quantitative and qualitative components. Several new metrics have also been added to this ranking formula in response to the COVID-19 pandemic’s acceleration of trends in the family office industry, including technology spending, staff diversity and succession planning.

“While our focus is always first and foremost on our client families, our firm is very proud of this recognition and will continue to provide the highest quality and trusted services to our clients,” comments WE Family Offices Managing Partner Michael Zeuner.

The complete list of Barron’s Top 100 RIA Firms is available here.