09/17/2018 Recognition , WMS News
WMS Partners Recognized by Barron’s as a Top Registered Investment Advisor
We are pleased to announce that Barron’s magazine has once again recognized WMS as one of the Top Registered Investment Advisors (RIA) in the U.S. This is the second year that Barron’s has compiled rankings on independent RIAs, although the magazine expanded the list of top firms to 40 this year…
07/13/2018 Recognition
WMS Partners Named a Top Independent Advisor by Financial Advisor Magazine
July 13, 2018 – Towson, MD – We are pleased to announce that once again, WMS Partners has been ranked as one of the U.S.’s top Registered Investment Advisors for 2018 by Financial Advisor magazine. The rankings are based on the size of assets under management. WMS came in this year as 73rd on…
07/07/2018 Recognition
WMS Partners Recognized as a Top Registered Investment Advisor by the Financial Times
July 7, 2018 – Towson, MD – WMS Partners is once again one of the top 300 Registered Investment Advisors in the U.S., according to a recent ranking by the Financial Times. This year, WMS is one of only nine firms in Maryland to receive this recognition, though the FT notes that WMS serves…
02/22/2018 People , Recognition
Two WMS Client Advisors Recognized as the Best in Maryland
February 22, 2018 — Towson, MD — WMS Partners is pleased to announce that two of the firm’s client advisors—Martin Eby and Jeff Hill—were selected by Forbes magazine among the best wealth advisors in Maryland, with Martin securing the #1 ranking. “We would like to congratulate Martin…
10/13/2017 Recognition
WMS Partners Recognized by Barron’s as a Top Registered Investment Advisor
October 13, 2017 – Towson, MD – WMS Partners is pleased to announce that Barron’s magazine has recognized the firm as one of the Top 30 Registered Investment Advisors (RIA) in the U.S. This is the first time that Barron’s has compiled rankings on independent RIAs. “We are thrilled to be…
10/25/2016 Recognition
WMS Partners Recognized for Excellence by InvestmentNews
WMS Partners is pleased to announce that we received the 2016 Financial Performance Best Practices Award from InvestmentNews. WMS Partners is one of only twelve financial advisory firms to receive the award which recognizes firms for excellence in practice management and financial…
08/23/2016 People , Recognition
Martin Eby Named a Top 50 Wealth Advisor by Forbes
WMS Partners is pleased to announce that Forbes has named Martin Eby to its list of America’s Top Wealth Advisors. Mr. Eby was ranked 39 out of 11,000 candidates and is the only independent advisor from Maryland to make the list of 200 advisors. A graduate of Loyola University, Baltimore,…
01/08/2016 Recognition
WMS Partners Named a Top 25 High-Net-Worth Advisor for 2016
WMS Partners is proud to announce that the firm has been recognized by WealthManagement.com as a top 25 high-net-worth advisor for 2016. It is interesting to note that WMS Partners is #4 on this list for fewest clients per advisor. This low client-to- advisor ratio allows us to provide creative…
07/28/2015 Recognition
WMS Partners Named a Top 100 RIA Advisor by Financial Advisor Magazine
WMS Partners is proud to be recognized again this year by Financial Advisor Magazine as a top RIA firm. We are grateful to our clients and partners for their continued support. Financial Advisor Magazine is regarded as one of the leading publications for financial advisors written by and for…
06/23/2015 Recognition
WMS Partners Recognized as a Top RIA Advisor by Financial Times
WMS Partners is pleased to announce being one of only six Maryland firms to be named on the Financial Times Top 300 Registered Independent Advisors list for 2015; and one of only two in the Baltimore area. This is the second time that Financial Times has published the list and this is WMS…