- September 20, 2021
- Posted by: Mainframe Consulting
- Category: Business Wire
NEW YORK–(BUSINESS WIRE)–Wealthspire Advisors, an NFP company and independent 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 three primary criteria: assets, revenue, and quality of practice. As the financial services 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’ commitment to excellence and ensuring that our client’s aspirations come first is part of what has secured our spot on the Barron’s Top RIA Firms list in 2021,” said Mike LaMena, Chief Executive Officer of Wealthspire Advisors. “Being included on this list for the third year in a row is a testament to the continued hard work and dedication 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, 102-question 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 is an independent registered investment advisor with 14 offices in 8 states throughout the Northeast, Mid-Atlantic, and Midwest. We are fiduciary advisors who value connecting all parts of a clients’ 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 5,700 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, 6th largest US-based privately owned broker, and 8th best place to work in insurance (Business Insurance); 10th largest property and casualty agency (Insurance Journal); and 12th largest global insurance broker (Best’s Review).
Visit NFP.com to discover how NFP empowers clients to meet their goals.
Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp.
Published at Mon, 20 Sep 2021 17:02:00 +0000