WE Family Offices Named Among Financial Planning’s RIA Leaders of 2021

September 30, 2021

We are pleased to announce that WE Family Offices has been named among Financial Planning’s RIA Leaders of 2021. This annual list recognizes the top 150 independent, fee-only wealth planning firms in the industry, with WE Family Offices earning the no. 25 position.

“As fiduciary advisors, our entire team is dedicated to always putting the interests of our clients first as we help them build a foundation for long-lasting family wealth,” comments WE Family Offices Managing Partner Michael Zeuner.  “It is an honor to have this commitment recognized by the financial media.”

Financial Planning’s RIA Leaders list is based on assets under management as listed on the firm’s Form ADV. To ensure only firms that primarily offer holistic financial advice to clients are included, only firms with 50 percent or more individual clients, as can be determined through the Form ADV, are included.

This year’s list was published alongside an article that explores the challenges industry rankings face when it comes to classifying RIAs, specifically due to wealth management’s current fragmentation. Click here to read the ranking’s corresponding article and here to view the complete list of RIA Leaders of 2021.

 

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 2021 based on data within a 12-month period. Financial Planning created and tabulated the rating; judging panels made decisions based on award-specific methodology.