WMS Partners is pleased to announce that Barron's magazine has recognized WMS as one of the Top 100 Registered Investment Advisors (RIA) Firms in the U.S.
What motivates us at WMS is our mission of helping the families we serve live their best lives, not receiving industry awards or accolades. That said, it is gratifying when industry observers acknowledge our uncompromised commitment to serving our clients.
The rankings are by invitation only and are based on detailed surveys about each firm's practices - 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.
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About WMS Partners: Founded in 1993, WMS Partners (www.wms-partners.com) is the largest independent wealth management firm in the Baltimore region, built on an “Open Family Office” philosophy that brings sophisticated wealth planning advice, investing, and other services to a wide circle of clients. WMS Partners manages approximately $5 billion in client assets, with 70 employees.
