Delegate Advisors has once again been named on the Largest Bay Area Wealth Management Firms list by the San Francisco Business Times. Coming in at no. 19, this marks the second consecutive year that Delegate has been included on this list.
The list recognizes the largest firms based on assets under management for individual clients and includes wealth management firms with offices located in the Bay Area, which is defined as Alameda, Contra Costa, Marin, San Francisco and San Mateo counties. Information required to compile this ranking was obtained from firm representatives and San Francisco Business Times research.
“We are honored to be recognized as one of the largest wealth management firms in the Bay Area by the San Francisco Business Times for the second year in a row,” comments Delegate Advisors Chief Executive Officer Andy Hart. “Our entire team is committed to building long-lasting wealth management relationships that always put our clients first, and it is rewarding to have this commitment recognized by the financial media.”