RegentAtlantic is proud to announce that it has been named to the Barron’s 2022 list of Top 100 Registered Investment Advisor (RIA) Firms for the third consecutive year.
As a partnership, and our focus as fiduciaries, we aim to continually provide unbiased advice and are required to always act in our clients’ best interests. Our partnership structure is 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.
This ranking covers data for the 12-month period ending June 30, 2022. 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 2022 was not disclosed by Barron’s nor were the number of firms that meet the legibility requirements.
Important disclosure information:
Neither the Firm nor its executives pay a fee to Barron’s in exchange for this ranking. While RegentAtlantic did not pay any compensation for this award, it does subscribe to Barron’s. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Please note that this ranking is not indicative of the RegentAtlantic’s past or future performance.