Delegate Advisors Recognized by San Francisco Business Times

We are honored to announce that Delegate Advisors has been named to the San Francisco Business Times’ list of the 25 largest wealth management firms. The annual list is based on assets under management (AUM) in Bay Area offices for individual clients with separate or individually managed accounts.

“San Francisco is home to many savvy investors who know the value of independent investment advice, which is at the core of what we do,” says Delegate Advisors Co-Managing Partner Andy Hart. “It’s tremendously rewarding to see our growth and our efforts recognized by the San Francisco Business Times.”

To see the full list, click here.