We are proud to share that Barron's has recognized WMS Partners as one of the Top 100 Registered Investment Advisors (RIA) Firms in the U.S. 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 the families 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.
The rankings are by invitation only and firms must pass a prequalification process ensuring that they are an experienced and sophisticated advisor. Firms fill out a survey with more than 100 questions about their practice - investment approach, number of clients served, size and diversity of staff, technology spending, and succession planning.
The rankings formulas incorporate assets, revenue, and quality of practice, among other criteria.
Barron's did not receive a fee in exchange for considering or listing WMS in its rankings.
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