Delegate Advisors Recognized in Financial Advisor Magazine’s 2020 RIA Ranking

Aug 12, 2020 | Awards, News/Media

We are pleased to announce that Delegate Advisors has been recognized by Financial Advisor Magazine’s Registered Investment Advisor Ranking for 2020, an annual list that honors and ranks independent advisory firms from across the United States.

This year marks Financial Advisor Magazine’s fourteenth annual ranking. To be eligible for this ranking, firms must be independent registered investment advisors, file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. All eligible firms ae then ranked based on assets under management, among other factors.

“Our firm is dedicated to building long-lasting relationships based on trust with each of our clients,” comments Delegate Advisors Chief Executive Officer Andy Hart. “It is very rewarding to have this commitment recognized by Financial Advisor Magazine.”

Along with the ranking, Financial Advisor Magazine also released a special report that examines the ways the current coronavirus pandemic is affecting the RIA industry, specifically through both an emotional and financial lens.

Financial Advisor Magazine’s complete 2020 RIA ranking and corresponding article is available here.