WE Family Offices Named Among Barron’s Top RIA Firms for Seventh Consecutive Year

October 10, 2024

We are honored to announce that WE Family Offices has been ranked among Barron’s 2024 Top 100 RIA Firms. This marks the seventh consecutive year that our firm has been recognized for its commitment to excellence in wealth management. Serving one of the highest average client sizes among the top RIAs further differentiates WE, and reflects our unwavering focus and dedication to the ultra-high-net-worth families we serve.

Since its first advisor ranking in 2004, Barron’s has set the gold standard for recognizing the nation’s leading wealth managers. This year’s ranking considered various metrics, including assets under management and succession planning.

We are proud to be among the industry’s most respected firms and grateful for our clients’ trust in us.

Click here for more information on this recognition.

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 September of 2024 based on data as of June 30, 2024. Barron’s created and tabulated the rating; judging panels made decisions based on award-specific methodology.