WE Family Offices Recognized in Financial Advisor Magazine’s 2020 RIA Ranking

August 12, 2020

WE Family Offices is pleased to announce that it has been named among Financial Advisor Magazine’s top Registered Investment Advisors of 2020, a list that ranks the most elite independent advisory firms based on assets under management, among other factors. Out of the 551 firms on this year’s list, WE Family Offices came in at number 39.

In response to the firm’s achievement, WE Family Offices Managing Partner Michael Zeuner says, “Our focus has always been providing advice that puts our clients’ interests first, with an emphasis on transparency, education and communication. It is rewarding to have our commitment recognized by the financial media.”

For firms to be eligible for Financial Advisor Magazine’s RIA ranking, they must be independent Registered Investment Advisors, file their own ADV statement with the SEC and provide financial planning and related services to individual clients.

Alongside Financial Advisor Magazine’s full list of top RIAs, the publication also reports on the ways advisory firms are evolving and adopting advanced technologies to maintain high-quality, personal relationships with clients during the COVID-19 pandemic.

To view Financial Advisor Magazine’s entire 2020 RIA ranking and corresponding article, click here.