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Investment advisory and wealth management firm adds to 2021 accolades for ongoing growth
Chicago, IL (21 September 2021) – Kovitz Investment Group Partners, LCC (“Kovitz”), an independently managed investment advisory and wealth management firm based in Chicago, announced today it has been named to the Barron’s Top 100 RIA Firms list, coming in at No. 58.
The annual Barron’s RIA list recognizes the top independent wealth management firms from across the U.S. The rankings formula is based on a detailed questionnaire and several other factors, including technology spending, staff diversity and succession planning. To be considered for the list, firms are required to have at least $1 billion in assets under management.
“We are thrilled to once again be included on such a prestigious financial list. This recognition is a testament to the continued hard work and dedication our team provides to our clients. It is our goal to create unique and personalized long-term financial strategies to ensure our clients meet their goals. Being recognized by Barron’s as one of the top RIA firms in the country solidifies the success of our strategies.”
In February 2021, Kovitz relocated its headquarters in Chicago’s iconic Loop as part of its ongoing strategic growth initiative.
Kovitz is an independently-managed, registered investment adviser, founded in 2003. Based in Chicago, Ill., with offices in Madison, Wis., and Orange County, Calif., Kovitz connects high-net-worth individuals, institutions and financial professionals to sound asset management and financial advisory strategies. The firm manages approximately $7.3 billion in client assets as of August 31, 2021.
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.