New York, September 14, 2020 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York, NY, has been named to Barron’s Top 100 RIA Firms List, which recognizes top firms across the nation.
Barron’s expanded the list to include 100 firms in 2020, a reflection of the industry’s growth and rising standards. This year’s ranking formula consisted of three new primary metrics: technology spending, staff diversity, and succession planning. With 2020’s unprecedented events calling for especially high levels of adaptation, Barron recognized that these factors were crucial in a Top 100 contender.
“Wealthspire’s inclusion in the Barron’s Top RIA Firms list for a second year in a row is an honor and a true testament to the talents and collaboration of our team,” said Mike LaMena, Chief Executive Officer of Wealthspire Advisors. “Especially during these unusual times, we remain very grateful for the opportunities we have to serve our clients and continue to grow our firm.”
There are no fees or other considerations required of RIAs that apply for the Top 100 List. To be eligible for the award, RIAs must submit an elaborate survey of their firm, highlighting growth in AUM and AUA, reach and size of the company, evaluations of their primary advisors and executives, as well as other criteria.
The full list can be accessed on the Barron’s site at barrons.com.
About Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisory firm with 13 offices in 9 states throughout the East Coast, Midwest, and California. Our advisors value connecting all parts of clients’ financial life to deliver thoughtful, collaborative strategies to help optimize and guide their finances and goals. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner for clients to gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 5,600 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 6th largest US-based privately owned broker, 5th largest benefits broker by global revenue and 7th best place to work in insurance (Business Insurance); 10th largest property and casualty agency (Insurance Journal); and 13th largest global insurance broker (Best’s Review).
Visit NFP.com to discover how NFP empowers clients to meet their goals.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.