WE Family Offices Ranks Among Forbes Top 100 Wealth Managers of 2015
May 1, 2015
Once again ranked this year, WE Family Offices was listed on Forbes Top 100 Wealth Managers of 2015. The firms on Forbes’ list collectively manage $467.5 billion.
The data for the list is compiled by RIA Database. Candidates are evaluated on both qualitative and quantitative criteria, including assets under advisement. In order to qualify for inclusion, firms must manage at least 50% of their assets on behalf of retail clients, cannot run a broker-dealer, cannot be a bank, and must be performing wealth management services. Firms cannot have had any regulatory, civil or criminal disclosures.
To read the full list, click here: http://www.forbes.com/sites/steveschaefer/2015/05/01/top-wealth-managers-2015-investing-advice/
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