RegentAtlantic Named to Barron’s Ranking of ‘America’s Best RIA Firms’

MORRISTOWN, N.J.--(BUSINESS WIRE)--RegentAtlantic has been named to the Barron’s 2020 list of America’s Best RIA Firms.

“We’re incredibly proud to be named to this prestigious list, which reflects our client-first philosophy, our unique team structure and our commitment to utilizing technology to provide the best experience possible,” said Chief Executive Officer George Stapleton.

Barron’s publishes four individual advisor rankings and three team- or firm-based rankings each year, including Top RIA Firms, identifying the nation’s top financial advisors with an eye towards raising standards in the industry. The ranking formula includes a questionnaire and other factors, including several new metrics for 2020: technology spending, staff diversity and succession planning.

The rankings serve two distinct types of Barron’s readers. For wealth management professionals, they serve as an industry scorecard. For investors, the rankings are a tool that can help in the process of finding financial guidance.

In 2020, RegentAtlantic advisors have also appeared on Barron’s list of the Top 1200 U.S. Financial Advisors, and the firm was named to the Financial Times’ FT 300 ranking of America’s Top RIA firms.

The full ranking of America’s Best RIA Firms can be found at Barron’s here: https://www.barrons.com/report/top-financial-advisors/ria

About RegentAtlantic

RegentAtlantic is a 38-year-old, fee-only registered investment advisory firm with $4.4B assets under management as of June 30, 2020, with offices in New York City and Morristown. https://regentatlantic.com

Important Disclosure:

Participation in Barron's Top 100 RIA Firms ranking is by invitation only and limited to firms that meet the minimum eligibility requirements. As with all Barron's rankings, Barron’s does not disclose the proprietary formula. Some general guidance on Barron's methodology: Participating firms were evaluated and ranked on a wide range of quantitative and qualitative data, including: assets overseen by the firm, revenue generated by the firm, level of technology spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. The number of firms invited to participate in 2020 was not disclosed by Barron's nor were the number of firms that meet the legibility requirements. The ranking is not indicative of the RegentAtlantic's past or future performance. Neither the Firm nor its executives pay a fee to Barron's in exchange for the ranking. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.