Santiago Ulloa Ranked by Barron’s as Top Financial Advisor
February 28, 2015
Santiago Ulloa, managing partner at WE Family Offices was ranked 25th on Barron’s annual list of Top 1,200 Financial Advisors: 2015, which was released in February. The Top 1,200 Financial Advisors list is Barron’s most comprehensive advisor listing, drawing on all 50 states and the District of Columbia, in order to identify advisors with a solid track record of spotting opportunity for their clients.
The ranking’s requirements for inclusion are based on assets under management, revenues generated by advisors for their firms and quality of practices. In evaluating advisors, Barron’s delves into regulatory records, internal company documents and examines extensive questionnaires filled out by the advisors.
To view the entire ranking, please click here: http://online.barrons.com/news/articles/SB51367578116875004693704580474900842453996?mg=id-wsj