A MESSAGE FROM DELEGATE REGARDING COVID-19

Delegate Advisors Recognized in Financial Advisor Magazine’s 2021 RIA Ranking

We are pleased to announce that Delegate Advisors has been recognized by Financial Advisor Magazine’s RIA Ranking for 2021, an annual list that honors and ranks independent advisory firms across the country.

To be eligible for this ranking, firms must be independent registered investment advisors, file their own ADV statements with the SEC, and provide financial planning and related services to individual clients. All eligible firms are then ranked based on assets under management, among other factors.

“Even as the investment advisory industry evolves, our dedication to providing holistic, objective wealth advice without any potential conflicts to our clients remains the same,” comments Delegate Advisors Chief Executive Officer Andy Hart. “We greatly appreciate having this commitment recognized by Financial Advisor Magazine.”

Along with the ranking, Financial Advisor Magazine also released a special report that examines the ways the coronavirus pandemic accelerated the decade’s major trends within the RIA industry, including expansions of mergers and acquisitions, technology and flexible work environments.

Financial Advisor Magazine’s complete 2021 RIA ranking and corresponding report is available here.