January 10, 2024
BBR Partners was featured in CNN’s “Best Financial Advisors”. Their list of best financial advisor firms was derived from the Securities and Exchange Commission’s database of registered investment adviser Form ADV filings. They first screened for RIAs that have their main office in the United States, total assets under management of at least $1 billion and made their latest Form ADV filing as of March 31, 2023 or later. This resulted in a list of more than 700 RIAs. View complete methodology
*Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if BBR is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, BBR did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of BBR by any of its clients.