Bordeaux Wealth Advisors Recognized by SmartAsset as a Top 100 RIA for 2023
MENLO PARK, CA (11 January 2024) – Bordeaux Wealth Advisors (“Bordeaux”) has been named a top 100 Registered Investment Advisor (RIA) in the nation by SmartAsset as measured by average Assets Under Management (AUM) per client relationship. SmartAsset reviewed nearly 5,800 firms registered with the Securities and Exchange Commission (SEC) and ranked them according to average balances per account.
“Bordeaux is very pleased to be named one of the RIAs with the highest value accounts in the U.S.,” stated CEO Tom Myers. “This recognition underscores our focus on serving ultra-high-net-worth families and individuals. We understand the complexity involved in assisting high-value clients, and we specialize in addressing their wealth management needs holistically.”
Bordeaux’s practice centers on serving ultra-high-net-worth individuals and families, providing sophisticated investment, financial and tax advice. In addition to investments, Bordeaux’s comprehensive service model incorporates estate and wealth transfer planning, tax planning, charitable gifting strategies, equity compensation planning and other financial complexities that accompany significant levels of wealth.
Top 100 RIA is a rating given by SmartAsset for 2023 based on AUM criteria and client relationships. Bordeaux did not compensate SmartAsset for this rating. For more information about this study and the top 100 list, interested parties can contact press@smartasset.com.
About Bordeaux Wealth Advisors
Bordeaux Wealth Advisors provides custom and comprehensive financial and investment advisory services to ultra-high-net-worth clients across the U.S. The firm has offices in Silicon Valley and Seattle. For more information about Bordeaux, please visit www.bordeauxwealthadvisors.com.
1550 El Camino Real, Suite 100
Menlo Park, CA 94025
5110 Carillon Point
Kirkland, WA 98033
www.bordeauxwealthadvisors.com
Media Contact
Jay Scott
jscott@gavinadv.com
484-695-3774
Disclaimers:
Data for the list comes from Form ADVs on file with the SEC for November 2023. This study considered regulatory assets under management in discretionary and non-discretionary accounts. Account types may include individual trusts, estates, 401(k) plans and IRAs, but do not include business organizations. Firms were included if they were headquartered in the U.S., offer financial planning services, have reported regulatory AUM and monitor securities portfolios. Firms were excluded if they had any disclosures on their ADV, or if they were headquartered from their personal residence. Then, firms were ranked based on average value of their total regulatory assets under management per account.
This article contains general information that is not suitable for everyone. The information contained herein should not be constructed as personalized investment advice. Reading or utilizing this information does not create an advisory relationship. An advisory relationship can be established only after the following two events have been completed (1) our thorough review with you of all the relevant facts pertaining to a potential engagement; and (2) the execution of a Client Advisory Agreement. There is no guarantee that the views and opinions expressed in this article will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security.
Bordeaux Wealth Advisors (‘BWA’) is an SEC registered investment advisor with its principal places of business in the States of California and Washington. SEC Registration does not constitute an endorsement of BWA by the SEC nor does it indicate that BWA has attained a particular level of skill or ability. The brochure is limited to the dissemination of general information pertaining to its investment advisory services, views on the market, and investment philosophy. Any subsequent, direct communication by BWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of BWA, please contact BWA or refer to the Investment Advisor Public Disclosure website (https://www.adviserinfo.sec.gov).
For additional information about BWA, including fees and services, please read our disclosure brochures.
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