Delegate Advisors has been ranked number 123 on Financial Advisor Magazine’s Registered Investment Advisor Survey and Ranking for 2017, which is based on assets under management (AUM). The list ranks more than 600 independent RIA firms across the country. This is the second year Delegate...
Delegate Advisors announced that it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisors, as of June 22, 2017. This is the second year Delegate has been included on this list, which recognizes independent RIA firms from across...
We are pleased to announce that Delegate Advisors has been named to the San Francisco Business Times list of 25 Bay Area wealth management firms ranked by local assets under management. “San Francisco is home to many sophisticated investors who have their choice of wealth management...
We are proud to announce that our Vice President Morgan Tarr has earned an Honorable Mention for the Community Service Award in the 2016 Invest in Others Community Leadership Awards. Morgan is an active volunteer and serves on the board of directors for bay.org, San...