About the Barron's 2025 List of Top 100 RIA Firms

In September 2025, Kovitz was recognized among the Top RIA rankings by Barron's for the year ending June 30, 2025. Rankings are based on a proprietary survey used by Barron's, which includes three major categories of calculations: 1) Assets 2) Revenue, and 3) Quality of Practice. Kovitz paid no application fee to participate in the ranking. This ranking is not indicative of the firm’s past or future performance. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The methodology can be found here.