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 firstname.lastname@example.org.
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
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.
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