Kovitz Named to Barron’s Top 100 RIA Firms List for 2022
Investment advisory and wealth management firm earns esteemed national recognition
Chicago, IL (19 September 2022) – Kovitz Investment Group Partners, LCC (“Kovitz”), an independently managed investment advisory and wealth management firm based in Chicago, is pleased to announce it has been named a 2022 Barron's Top 100 RIA Firm.
The annual Barron's RIA list recognizes the top independent wealth management firms across the U.S. To be considered for the list, firms are required to have at least $2 billion in assets under management. The rankings formula is based on a detailed survey and several other factors, including assets managed by the firms, technology spending, staff diversity, succession planning, and other metrid qcs.
"We're thrilled to continue to be recognized by Barron's in this distinguished and competitive ranking for a third consecutive year. Kovitz's philosophy and commitment to serving our clients and employees with excellence through long-term value-based investment solutions is part of what has secured our spot on Barron's Top RIA Firm List in 2022. Being included in this list is, without a doubt, a testament to our team's dedication and skill in serving our clients across the country."
Kovitz is an independently-managed registered investment adviser providing advisory services since 2003. Based in Chicago, IL, with offices in Madison, WI, and Orange County, CA, Kovitz connects high-net-worth individuals, institutions, and financial professionals to sound asset management and financial advisory strategies. The firm manages and advises on approximately $7.0 billion in client assets as of August 31, 2022.
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 ranking is not indicative of the firm’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.