Financial Advisor Magazine Lists Delegate Among the Ten RIAs Serving the Wealthiest Clients

Aug 7, 2017 | Uncategorized

Delegate Advisors has been named to Financial Advisor magazine’s list of the 10 RIAs Serving the Wealthiest Clients based on average client account size for firms that responded to the Financial Advisor survey.

Financial Advisor magazine reports, “According to the most recent RIA Benchmarking Study from San Francisco-based Charles Schwab, the average client relationship increased in size from $1.6 million in 2015 to $1.8 million in 2016.”

Additionally, for the second year in a row, Delegate Advisors has been named to Financial Advisor Magazine’s Registered Investment Advisor Survey and Ranking for 2017, which is based on assets under management.

“Ultra-high net worth families have many options when it comes to managing their wealth, and we are honored by the trust our clients have placed in us” comments Delegate Advisors Managing Partner Andy Hart. “Providing client families with independent advice has always been our first priority, and it’s rewarding to see our dedication recognized.”

Financial Advisor’s list of the 10 RIAs Serving the Wealthiest Clients is available here and the complete Financial Advisor magazine list is available here.

To be eligible for the Financial Advisor magazine RIA ranking, firms must be independent Registered Investment Advisors, file their own ADV statement with the SEC, provide financial planning and related services to individual clients, and respond to a Financial Advisor magazine survey. Eligible firms are ranked by total assets under management. 


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