A MESSAGE FROM DELEGATE REGARDING COVID-19

Delegate Advisors Recognized By San Francisco Business Times for Fourth Consecutive Year

We are pleased to announce that Delegate Advisors has been named among the Largest Bay Area Wealth Management Firms by the San Francisco Business Times. This marks the fourth consecutive year that Delegate has been included on this annual 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, specifically Alameda, Contra Costa, Marin, San Francisco and San Mateo counties. Information required to compile this ranking was obtained from firm representatives and independent San Francisco Business Times research.

“Amid all of the confusion and anxiety of this past year, our team really took the time to focus on providing clarity and prudent advice to families,” comments Delegate Advisors Chief Executive Officer Andy Hart. “It is an honor to have this dedication recognized by both our clients and the San Francisco financial media.”

Click here to learn more about the 2021 Largest Bay Area Wealth Management Firms list.