WE Family Offices Recognized Among Top Fee-Only RIAs of 2024 by Financial Planning

December 5, 2024

WE Family Offices has earned a spot in Financial Planning’s prestigious RIA Leaders 2024 ranking of the largest fee-only financial planning firms. Among an elite group of firms nationwide, WE Family Offices stands out with $13.9 billion in assets under management (AUM) across only 108 client accounts. This distinction reflects our dedication to providing personalized, high-quality wealth advisory services to ultra-high-net-worth families.

The RIA Leaders ranking, compiled by COMPLY, evaluates firms based on SEC filings and stringent criteria, including independence, client focus and avoidance of commission-based compensation. WE Family Offices’ streamlined client-to-AUM ratio illustrates the depth of trust and value our clients place in our approach.

To view the full Financial Planning RIA Leaders 2024 ranking, click here.

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 2024 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.