Delegate Advisors Recognized by San Francisco Business Times

Jun 30, 2017 | Awards, News/Media

We are pleased to announce that Delegate Advisors has been named to the San Francisco Business Times list of 25 Bay Area wealth management firms ranked by local assets under management.

“San Francisco is home to many sophisticated investors who have their choice of wealth management firms to work with,” says Managing Partner Andy Hart. “We are honored that an increasing number of families are placing their trust in us and recognize the value of independent financial advice.”

The annual list includes wealth management firms with offices located in the Bay Area that responded to a San Francisco Business Times survey. List rankings are based on assets under management in Bay Area offices for individual clients with separate or individually managed accounts. There are no fees or other considerations required to apply for inclusion in the list.

To see the full San Francisco Business Times list, click here.