News
Barron’s Ranks Evercore Wealth Management a top RIA
September 22, 2021
Evercore Wealth Management was again named to the 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, notably technology investment, staff diversity, and succession planning.