by delgate subadmin | Feb 3, 2022 | Awards, News/Media
We are pleased to announce that Delegate Advisors has been shortlisted for the 2022 Family Wealth Report Awards in the category of Best Multi-Family Office (up to and including $2.5 billion AuM/AuA). This marks the fifth consecutive year Delegate Advisors has been a...
by delgate subadmin | Aug 2, 2021 | Awards, News/Media
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...
by delgate subadmin | May 6, 2021 | Awards
We are pleased to announce that Delegate Advisors has been named Best Multi-Family Office (up to and including $2.5 billion AuM/AuA) by Family Wealth Report as part of the 2021 Family Wealth Report Awards. This marks the second time our firm has received this honor...
by delgate subadmin | Apr 27, 2021 | Awards
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...
by delgate subadmin | Apr 12, 2021 | Awards, News/Media
We are pleased to announce that Delegate Advisors has been named on AdvisoryHQ’s 2021-2022 ranking of the Top 10 Financial Advisors in Greensboro, Chapel Hill and Winston-Salem, North Carolina. This list rates each of the year’s top 10 firms based on a star system,...
by delgate subadmin | Feb 18, 2021 | Awards, News/Media
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...
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