by delgate subadmin | Dec 6, 2019 | Awards
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...
by delgate subadmin | Oct 25, 2019 | Awards, News/Media
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...
by csiska757 | Jul 18, 2019 | Awards, News/Media
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...
by csiska757 | Jun 25, 2019 | Awards, News/Media
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...
by csiska757 | Dec 19, 2018 | Awards, News/Media
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...
by csiska757 | Dec 11, 2018 | Awards, News/Media
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...
Recent Comments