WE Family Offices Named Among Financial Planning’s RIA Leaders of 2022
October 24, 2022
We are pleased to announce that WE Family Offices has been named among Financial Planning’s RIA Leaders of 2022, which recognizes the top 150 independent, fee-only wealth planning firms in the industry. This is WE Family Offices’ second consecutive year on this annual list, jumping from the 25th position in 2021 to the 12th this year.
Financial Planning compiled this year’s RIA Leaders list of fee-only registered investment advisors that provide financial planning services from researching SEC Form ADV filings. The publication’s six-part criteria ensure only firms that take a client-first approach for high-net-worth families are included.
“As fiduciary advisors who are consistently dedicated to helping our clients build a foundation for long-lasting family wealth, it is an honor to be recognized on a list that recognizes similar values,” comments WE Family Offices Managing Partner Michael Zeuner.
This year’s list was published alongside an article that explores the vast amount of growth in the RIA space as family offices and their clients continue to gravitate toward RIAs that place client interests first. Click here to read the ranking’s corresponding article and here to view the complete list of RIA Leaders of 2022.
This material incudes references to financial media firms and awards pertaining to third-party ratings and rankings of WE, that is public information in the ordinary course of its business, and such firms are not affiliated or related to WE. These firms may have independently provided WE 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 does not compensate directly or indirectly such firms in connection with obtaining or using the third-party rating or rankings.