We are pleased to announce that Delegate Advisors has been named to the Largest Bay Area Wealth Management Firms list by the San Francisco Business Times. This marks the third consecutive year that Delegate has been included on this list, with the firm moving from no. 19 in 2019 to no. 14 in 2020.
This annual list obtains its information from firm representatives and independent San Francisco Business Times research. It recognizes the largest wealth management firms based on assets under management for individual clients and includes firms with offices located in the Bay Area, specifically Alameda, Contra Costa, Marin, San Francisco and San Mateo counties.
“San Francisco is home to many intelligent investors who have some of the best wealth management firms in the country to choose from. We are honored that families continue place their wealth, trust and legacy in our hands,” comments Delegate Chief Executive Officer Andy Hart.
To learn more about the 2020 Largest Bay Area Wealth Management Firms list, click here.