We are thrilled to share that WE Family Offices has been named to Financial Advisor Magazine’s list of America’s Top Registered Investment Advisors. This recognition marks an impressive nine-year streak, highlighting our consistent commitment to excellence in wealth advisory services.
Among all recognized firms, WE serves the highest average client size. This recognition affirms both the trust that ultra-high-net-worth families have placed in us and our team’s dedication and care to serving their long-term financial goals with reliability and attention to detail.
The annual ranking reviews independent advisory firms nationwide, assessing key factors such as assets under management, fee structures, number of client families served and assets per client relationship. Financial Advisor Magazine‘s thorough selection process ensures that participating firms operate as independent Registered Investment Advisors, file their own ADV forms with the SEC, and provide complete financial planning and related services focused on serving individual clients’ needs.
To view Financial Advisor Magazine‘s entire RIA list, 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 2025 based on data within a 12-month period as of 12/31/24. The Financial Advisor Magazine created and tabulated the ranking.
