WE Family Offices Named Among America’s Top RIAs of 2024 by Financial Advisor Magazine

August 20, 2024

We are thrilled to share that Financial Advisor Magazine has once again honored WE Family Offices in its prestigious America’s Top RIAs of 2024 ranking. This recognition marks an impressive eight-year streak, highlighting our consistent commitment to excellence in wealth advisory services. Notably, WE Family Offices serves one of the highest average client sizes among the top RIAs, reflecting the trust and value that ultra-high-net-worth families place in our advisory services.

The annual ranking, which evaluates independent advisory firms across the United States, considers multiple criteria, including assets under advisement, fee structures, client family numbers and assets per client. Financial Advisor Magazine‘s rigorous selection process requires firms to be independent Registered Investment Advisors, file their own ADV statements with the SEC and provide comprehensive financial planning and related services to individual clients.

For a complete view of the 2024 Financial Advisor Magazine RIA ranking, click here.

Important Information:

To be considered for Financial Advisor Magazine’s annual RIA ranking, firms must qualify as independent Registered Investment Advisors, submit their own ADV statement to the SEC and offer financial planning and related services to individual clients.

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 July of 2024 based on data within a 12-month period as of 12/31/23. The Financial Advisor Magazine created and tabulated the ranking.