For the ninth consecutive year, WE Family Offices has been included in Barron’s Top 100 RIA Firms ranking.
Barron’s annual list recognizes independent registered investment advisory firms from across the country. Its methodology considers assets managed, firm growth, technology spending, succession planning and other factors.
We’re honored to receive this recognition as it reflects the continued work of our team and the trust our client families place in us. WE was founded on the belief that family wealth should be managed with the same discipline as a well-run business, and that belief remains central to how we serve each family as an independent fiduciary.
View Barron’s 2026 Top 100 RIA Firms
Important Disclosures:
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 2026 based on data as of June 30, 2026. Barron’s created and tabulated the rating; judging panels made decisions based on award-specific methodology.
