Wealthstream Named 2024 Worth Magazine Leading Advisor

The Wealthstream Advisors team is pleased to share that we have been named a 2024 Worth Leading Advisor.

We are proud to see our work recognized by Worth magazine and look forward to continuing our work on behalf of Wealthstream Advisors’ clients in 2024.

About the Worth Leading Advisor Recognition

Launched in 2002 by Worth, the Leading Advisors program seeks to feature Registered Investment Advisor (RIA) firms that provide sophisticated, personalized counsel to address individuals’ personal financial challenges.

Developed based on a rigorous selection process in collaboration with Institutional Shareholder Services (ISS), the list recognizes RIAs that provide specialized expertise for high-net-worth clients, backed by comprehensive financial planning services independent from broker-dealers.

We invite you to learn more from the official Worth announcement here.

Important Disclosure Information

Leading Advisor RIA Criteria
Source: Worth Magazine May 11, 2024

The core value of the Leading Advisor program to our readers lies in its rigorous selection process and the credibility it bestows upon each listed advisor. Each firm featured has successfully cleared stringent benchmarks:

• AUM of Over $500 Million: Demonstrates substantial experience and trust in handling significant wealth.
• Predominantly High-Net-Worth Clients: Shows specialized expertise in managing the complex financial situations typical of wealthier clients.
• Substantial Planning Clientele: Indicates a focus on comprehensive financial planning rather than simple asset management.
• Independence from Broker-Dealers: Ensures advice is unbiased and purely client-centric.

These criteria spotlight firms that manage wealth and craft tailored strategies that consider the broader financial picture. Thus, they enhance our readers’ ability to make informed choices about who manages their wealth

Data for our evaluation come from the N-PX disclosure forms these companies are required to file with the Securities and Exchange Commission (SEC). The public can review SEC filings through the commission’s online database, EDGAR.

To view all disclosure information, click here.