Wealthspire Advisors named to Barron’s Top 100 RIA Firms list for the fourth consecutive year
NEW YORK, NY, September 27, 2022 /24-7PressRelease/ — Wealthspire Advisors LLC, an NFP company and independent registered investment advisor based in New York, NY, has been named to Barron’s Top 100 RIA Firms List, which recognizes top firms across the nation.
Barron’s independently ranks the top 100 RIA firms based on both qualitative and quantitative criteria, including the assets a firm manages and the revenue those assets generate, its regulatory record, staffing levels and diversity, technology spending, and succession planning. As the wealth management industry continues to grow, the top RIA ranking serves to highlight the nation’s best financial advisors and raise the industry’s standards.
“Wealthspire Advisors’ dedication to putting our clients’ aspirations first is part of why we have continuously advanced our ranking on the Barron’s Top RIA Firms list,” said Mike LaMena, Chief Executive Officer of Wealthspire Advisors. “Being named among the top 20 RIA firms in the country and getting included for the fourth consecutive year is indicative of the continued hard work and commitment of the entire Wealthspire team.”
There was no charge or other considerations required of RIAs included in this award listing. To be eligible for the award, RIAs must complete a detailed survey about their firm, highlighting growth in AUM and AUA, reach and size of the company, evaluations of their primary advisors and executives, as well as other criteria.
The full list, as well as information about Barron’s selection methodology, can be accessed on the Barron’s site at barrons.com.
About Wealthspire Advisors
Wealthspire Advisors LLC is an independent registered investment advisor that oversees, across its entities, 19 offices in 10 states throughout the Northeast, Mid-Atlantic, Midwest, and West Coast. We are fiduciary advisors who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 6,600 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 7th largest US-based privately owned broker, 9th best place to work in insurance and 13th largest broker of U.S. business (Business Insurance); 10th largest commercial lines agency by P&C commercial lines revenue and 10th largest property and casualty agency (Insurance Journal); and 13th largest global insurance broker (Best’s Review).
Visit NFP.com to discover how NFP empowers clients to meet their goals.
For the original version of this press release, please visit 24-7PressRelease.com here