InvestmentNews qualified 2,141 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of Nov. 1, 2018. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is on or after Jan.
BBR Partners was ranked #2 in InvestmentNews’s “Success Stories: Northeast”. InvestmentNews is the trusted resource for financial advisers, providing investment news and analysis for financial advisers. In this list, they ranked top fee-only RIAs ranked by total assets under management.
*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.