WE Family Offices has been included in Financial Planning’s distinguished RIA Leaders 2025, an annual review of the nation’s largest fee-only advisory firms. WE has the highest average client size on the list. This recognition reflects our ongoing commitment to providing thoughtful, independent guidance to the families we serve.
The study, conducted by Financial Planning in partnership with Comply, evaluates SEC-registered firms using criteria centered on independence, client focus and the absence of commission-based compensation. WE’s inclusion highlights how we remain focused on the principles that have guided our firm from the beginning: independence, transparency and high-quality advice shaped by each family’s needs.
To read the full RIA Leaders 2025 report, click here.
Important Information:
Important Disclosure: This material includes references to financial media firms and awards pertaining to third-party ratings and rankings of WE Family Offices LLC (“WE Family”), that may be public information in the ordinary course of its business, and such firms are not affiliated or related to WE Family. These firms may have independently provided WE Family 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 Family does not compensate directly or indirectly such firms in connection with obtaining or using the third-party rating or rankings. This rating was confirmed in November of 2025 based on data within a 12-month period. Financial Planning Magazine created and tabulated the rating; judging panels made decisions based on award-specific methodology.
