Bordeaux Wealth Advisors Among Top 100 RIA Firms Nationwide
Boutique wealth management firm named to prestigious Forbes / Shook Research list
MENLO PARK, CA (31 October 2022) – Bordeaux Wealth Advisors (“Bordeaux”), was recently named to the inaugural Forbes / SHOOK Research America’s Top 100 RIA Firms list.
This list identifies the top 100 investment advisory firms registered with the S.E.C. (RIAs) as compiled by SHOOK Research utilizing quantitative and qualitative (including interviews) data. Firms on the list are recognized for their experience, dedication, and proven track records of seeing clients through market turmoil and preserving their wealth.
“There are approximately 15,000 RIAs in the U.S. For Bordeaux to be named to Forbes’ list of the Top 100 RIAs in the country is an honor we are extremely proud of,” stated CEO, Tom Myers. “This recognition underscores our commitment to clients, including the stellar talent of our growing team. In a year marked by market turbulence and uncertainty, Bordeaux is well positioned to continue guiding high-net-worth individuals and families in all financial matters.”
Bordeaux maintains its outstanding reputation due to its commitment to client service and team growth. We focus on serving our clients to our highest ability, helping them reach their long-term financial and life goals.
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 bordeauxwealthadvisors.com.
Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. The Firm makes no representation that the rating is representative of any one client’s experience. Neither the Firm nor its representatives paid a fee to participate in any survey. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Investment performance generally is not a criteria for an award. Note that past results are not indicative of future results. Data as of 12/31/21- America’s Top Registered Investment Advisor Firms ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerance vary, and advisors rarely have audited performance reports. Please visit here for a more detailed description of the criteria used with respect to this award and recognition granted to the Firm.
1550 El Camino Real, Suite 100
Menlo Park, CA 94025
5110 Carillon Point
Kirkland, WA 98033