Sep, 20
2022
Awards and Honors, Business, Free News Articles

Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2022

NEW YORK, N.Y. -- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $5.0 billion in assets under management (AUM) as of 12/31/21, has been named to Barron's Top 100 Registered Investment Advisor (RIA) Firms for 2022. This is Barron's seventh annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

According to Barron's, the independent advisor industry has grown to encompass "more than 14,000 firms," meaning that firms ranking in the Top 100 represent less than 1% of all RIAs. Firms are asked to complete an extensive questionnaire in order to be considered, encompassing "both qualitative and quantitative criteria, including: the assets a firm manages and the revenue those assets generate; regulatory record; staffing levels and diversity; technology spending; and succession planning." Barron's then verifies the data and applies its proprietary ranking formula to the data.

"To be recognized for this honor for the second year in a row is a huge achievement," said Kenneth D. Pollinger, Chairman and Co-CEO of KF Advisors. "This is a team effort that is not possible without the valuable contribution of each and every person at KF Advisors."

"It is a true reflection of our commitment to serving our clients with comprehensive wealth management solutions and high-touch service to help them achieve their financial goals," added James Fields, President and Co-CEO of KF Advisors.

According to Barron's, the goal of the rankings is "to shine a spotlight on the nation's best financial advisors, with an eye toward raising standards in the industry." Ranking the firms is "meant as a starting point for clients looking for an advisor."

KF Advisors is an independent registered advisor based in New York City. For over 30 years, KF Advisors has been solely dedicated to helping individuals, families, and organizations achieve their legacy, philanthropic, and funding goals through customized wealth planning and investment management.

More information: http://www.klingenstein.com/.

RELATED LINK:

https://www.barrons.com/advisor/report/top-financial-advisors/ria?mod=faranking_subnav

Related link: https://www.klingenstein.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Sep, 28
2021
Awards and Honors, Business, Free News Articles

Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2021

NEW YORK, N.Y. -- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron's Top 100 RIA Firms for 2021. This is Barron's sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

Firms are asked to complete an extensive questionnaire in order to be considered, and criteria encompass "both qualitative and quantitative criteria, including: the assets a firm manages and the revenue those assets generate; regulatory record; staffing levels and diversity; technology spending; succession planning, and more."

"We are thrilled to be recognized as one of Barron's Top 100 RIA Firms this year," said Kenneth D. Pollinger, Co-Chairman and CEO of KF Advisors. "This honor reflects the hard work and dedication of our entire team. We are committed to continuing to serve our clients with a high level of expertise and attentiveness to help them achieve their financial goals."

According to Barron's, the goal of the rankings is "to shine a spotlight on the nation's best financial advisors, with an eye toward raising standards in the industry." Advisors who wish to be ranked complete a 102-question survey, and this data is verified by Barron's before it applies its proprietary rankings formula to the data. Ranking the firms is "meant as a starting point for clients looking for an advisor."

KF Advisors is an independent advisor registered with the Securities and Exchange Commission and based in New York City. For over 30 years, KF Advisors has been solely dedicated to helping individuals, families, and organizations achieve their legacy, philanthropic, and funding goals through customized wealth planning and investment management.

More information: https://www.klingenstein.com/.

MULTIMEDIA:

LOGO link for media: https://www.Send2Press.com/300dpi/20-0826s2p-kfadv-logo-300dpi.jpg

Related link: http://www.klingenstein.com

This news story was published by the Neotrope® News Network - all rights reserved.