Delegate Advisors Named Among America’s Top RIAs of 2023 by Financial Advisor Magazine

Aug 10, 2023 | Awards, News/Media

We are pleased to announce that Financial Advisor Magazine has named Delegate Advisors among America’s Top RIAs of 2023, an annual list that honors the most elite independent advisory firms across the country.

“We are honored to be recognized on Financial Advisor Magazine’s list of Top RIAs in the country,” comments Andy Hart, chief executive officer of Delegate Advisors. “We believe that this recognition is a further acknowledgment of our focus on creating an exceptional client experience for our client families. Delegate is a boutique Multi-Family Office serving some of the most successful multi-generational families across the country, and meet them where they are, at the intersection of family and wealth, solving for the complexity in their lives. As we move forward, we are committed to assisting our families with solutions to their most challenging issues, so they can focus on what matters most”

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.

Along with the ranking, Financial Advisor Magazine also released a special report that examines the slowing down of consolidations of financial firms after two decades of frenzied growth and what this may mean for the future of the industry. To view Financial Advisor Magazine’s complete list of America’s Top RIAs of 2023 and its corresponding report, click here.