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RegentAtlantic named to Barron’s 2021 list of America’s Top RIA Firms

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RegentAtlantic is proud to announce that it has been named to the Barron’s 2021 list of America’s Top RIA Firms. Barron’s rankings formula is based on qualitative and quantitative metrics, including assets managed by the firms, technology spending, team diversity, succession planning and other metrics.

As a partnership, RegentAtlantic’s goal is to remain an independent firm, allowing us to continue to provide unbiased advice. Our partnership structure is also the cornerstone of our succession plan, ensuring continuity and consistency of experience for clients today and across future generations. The client experience is our highest priority from planning and investments to service and technology. Our commitment to continually enhance the client experience will always play an important role in RegentAtlantic’s future.

Important disclosure information:

Participation in Barron’s Top 100 RIA Firms ranking is by invitation only and limited to firms that meet the minimum eligibility requirements. As with all Barron’s rankings, Barron’s does not disclose the proprietary formula. Some general guidance on Barron’s methodology: Participating firms were evaluated and ranked on a wide range of quantitative and qualitative data, including: assets overseen by the firm, revenue generated by the firm, level of technology spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. The number of firms invited to participate in 2021 was not disclosed by Barron’s nor were the number of firms that meet the legibility requirements. The ranking is not indicative of the RegentAtlantic’s past or future performance. Neither the Firm nor its executives pay a fee to Barron’s in exchange for the ranking. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

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