2025 Top Independent High-Net Worth Advisors
InvestmentNews’s 2025 ranking of the top independent high-net worth advisors
BBR Partners has been recognized on InvestmentNews’s 2025 list of Top Independent High-Net-Worth Advisors. InvestmentNews is a source of analysis and insights for financial advisors and wealth-management professionals.
The selection process is entirely merit-based, relying solely on objective, independent data such as:
- SEC filings: Evaluated based on submissions between January 2024 and December 2024. If multiple filings were submitted, the most recent one was used.
- AUM requirement: Firms must manage at least $100 million in assets.
- Independent ownership: Firms must be independently owned, as determined by Discovery Data’s methodology.
- Registration status: Firms cannot be dually registered as BD-RIA firms.
- No broker-dealer affiliation: Firms must operate without a broker-dealer affiliation.
- Client base: Each firm must serve at least 100 households, including individuals and HNW clients.
*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.