News
Barron’s Ranks Evercore Wealth Management Among “America’s Best RIA Firms”
September 14, 2020
Evercore Wealth Management was again named to Barron’s annual ranking of top independent U.S. Registered Investment Advisors, or RIAs.
The ranking, which Barron’s subscribers can view here, includes both quantitative and qualitative considerations, including assets under management, experience and regulatory records. Additional metrics were incorporated this year, notably technology investment, staff diversity, and succession planning.