WE Family Offices Named Among Financial Planning’s RIA Leaders of 2021

We are pleased to announce that WE Family Offices has been named among Financial Planning’s RIA Leaders of 2021. This annual list recognizes the top 150 independent, fee-only wealth planning firms in the industry, with WE Family Offices earning the no. 25 position.

“As fiduciary advisors, our entire team is dedicated to always putting the interests of our clients first as we help them build a foundation for long-lasting family wealth,” comments WE Family Offices Managing Partner Michael Zeuner.  “It is an honor to have this commitment recognized by the financial media.”

Financial Planning’s RIA Leaders list is based on assets under management as listed on the firm’s Form ADV. To ensure only firms that primarily offer holistic financial advice to clients are included, only firms with 50 percent or more individual clients, as can be determined through the Form ADV, are included.

This year’s list was published alongside an article that explores the challenges industry rankings face when it comes to classifying RIAs, specifically due to wealth management’s current fragmentation. Click here to read the ranking’s corresponding article and here to view the complete list of RIA Leaders of 2021.