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Delegate Advisors

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Other recognitions for Delegate Advisors:

2024 RIA Ranking: America's Top Registered Investment Advisor Firms

2022 RIA Ranking

Top Companies in San Francisco, CA Area

Best Financial Advisor Firms North Carolina 2021

2019 RIA Ranking

America's Most Honored Businesses 2019 - Top 1%

2018 RIA Ranking

America's Most Honored Businesses 2018 - Top 1%

FA's 2017 RIA Ranking

Top Wealth Management Firms

America's Most Honored Businesses 2017 - Top 1%

America's Most Honored Businesses 2016 - Top 10%

Top Bay Area Wealth Management Firms

FA's 2016 RIA Ranking

FT 300 Top Registered Investment Advisers

FA's 2015 RIA Ranking

FA's 2014 RIA Ranking