We are pleased to announce that Delegate Advisors Chief Executive Officer Andy Hart has been named on the list of Forbes Best-In-State Wealth Advisors of 2021 (California). According to Forbes, this list recognizes “the very best advisors who are laser-focused on having a positive impact on...
We are pleased to announce that Delegate Advisors has been shortlisted for the 2021 Family Wealth Report Awards in the category of Best Multi-Family Office (up to and including $2.5 billion AuM/AuA). The annual Family Wealth Report Awards “reward achievement and showcase top-class performance, innovation...
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...
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...
We are pleased to share that Delegate has been shortlisted for the Family Wealth Report Awards in the category of Best Multi-Family Office (from $2.5 billion to $5 billion AUM/AUA). This year marks the third consecutive year that Delegate has been a finalist and/or winner...
Delegate Advisors has been named on Citywire's RIA Future 50 list of 2019. This inaugural list recognizes the financial professionals who Citywire believes best represent the future of RIA firms. Citywire sought out firms with their own unique story to tell, who are driven to...
Delegate Advisors has been named on AdvisoryHQ’s 2019 ranking of the Top 10 Financial Advisors in Greensboro, Chapel Hill and Winston-Salem, North Carolina. The list rates each of the top 10 firms based on a star system, with Delegate Advisors earning the top honor of...
Delegate Advisors has once again been named on the Largest Bay Area Wealth Management Firms list by the San Francisco Business Times. Coming in at no. 19, this marks the second consecutive year that Delegate has been included on this list. The list recognizes the largest...
We are pleased to announce that Delegate Advisors has been shortlisted for the 2019 Private Asset Management (PAM) Awards in two categories: Best Multi-Family Office - Client Service - Under $2 Billion and Best Registered Investment Advisor (RIA) for High-Net-Worth Clients. The PAM Awards recognize the...
We are pleased to announce that Delegate Advisors President and Chief Advisor Andy Hart is a finalist for the Family Wealth Report Awards in the Outstanding Contribution to Wealth Management Thought Leadership (MFO/Wealth Advisor/Manager) category. The winners of the 2019 Family Wealth Report Awards will be...