We are proud to share that Financial Advisor Magazine has recognized WMS Partners as one of the Nation’s top Registered Investment Advisors for 2023. Financial Advisor Magazine considered a number of factors when selecting WMS for this honor. While we are proud of the credentials and expertise of our team, the strength of our private investment platform, and the sophistication of our advanced planning, we at WMS attribute our success to one simple, but crucial fact – we genuinely care about each and every member of each and every family we serve. We meet our clients where they are. We listen to understand. We tailor our strategies to meet each client’s unique goals and objectives. And in so doing, we forge deep lasting relationships with “our” families.
Financial Advisor ranked firms from largest to smallest, based on AUM reported by firms to the Securities and Exchange Commission (SEC). Each firm completed a survey for consideration on the list, which was based on 12/31/2022 AUM.
Financial Advisor did not receive a fee in exchange for considering or listing WMS in its rankings.
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