January 2024 The latest edition of BBR To-Go, Episode 9, gives a look behind the scenes to what creates and upholds a culture of simplifying complexity at BBR. It is the first of three chapters showcasing our Operations Teams. We know that our greatest assets are our people, and these teams deliver on that promise […]
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Jan
Jan
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 […]
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Jan
Jan
January 1, 2024 VIEW ARTICLE >
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Dec
Dec
December 2023 In trying times, community becomes especially important. In this season we are lifted up by supporting one another. We believe the BBR difference is our people. We hope this year’s video lends meaning and a bit of joviality to that statement. We wish you happy holidays and a joyful New Year!
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Nov
Nov
Atalanta NYC Rings the Nasdaq Stock Market Closing Bell Atalanta NYC, a nonprofit that employs professional female runners who serve as mentors for young high school athletes in underserved parts of the city, visits the Nasdaq MarketSite in Times Square. In honor of the occasion, Mary Cain, Founder, rings the Closing Bell. We take immense […]
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Sep
Sep
2023 Top RIA Firms Barron’s 2023 ranking of the nation’s top 100 RIA Firms BBR Partners was ranked #24 in Barron’s “Top 100 RIA Firms”. Barron’s is a weekly magazine/newspaper published by Dow Jones & Company, a division of News Corp. It is a leading source of financial news. In order to qualify for this […]
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Jul
Jul
Consolidation Crunch Hits Rate Reality FA‘s 2023 RIA Ranking BBR Partners was ranked #18 in Financial Advisor’s “2023 RIA Ranking”. Financial Advisor is a monthly financial services magazine which delivers market information for financial advisors. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement […]
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Jul
Jul
HOW MUCH IS TOO MUCH GROWTH? by Sean R. Apgar & Christen K. Douglas July 18th, 2023 For advisors to families of substantial means, maximizing the amount of wealth transferred to succeeding generations is normally a top priority. It may seem counter intuitive, but we have observed an increase in themes that challenge this mindset. […]
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Jun
Jun
June 2023 In May, we launched our very first IMPACT@BBR volunteer initiative, offering ten incredible volunteer projects for our staff in collaboration with local organizations dedicated to improving our communities. A huge thank you to all our volunteers and the organizations who allowed us to join them to make an IMPACT: Citymeals on Wheels, CityArts, […]
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Jun
Jun
April 25th, 2023 We are pleased to share the newest chapter of BBR In The Weeds. It delves into planning strategies and techniques of specific benefit to founders and entrepreneurs. Featuring Ryan Preston, Partner, Director of Portfolio & Wealth Advisory and Michael Arlein, Partner at Patterson Belknap Webb & Tyler, LLP. Founders and entrepreneurs have unique needs. […]