B|O|S is pleased to announce that the firm has been recognized as one of Barron’s 2020 Top 100 RIA firms, which recognizes the top registered investment advisor firms across the U.S. The ranking formula includes several new metrics: technology spending, staff diversity and succession planning.
To see the complete list click here.
The fourth-annual Top RIA Firms Ranking, ranks the leading independent advisory firms. The ranking weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, and the regulatory records of the advisors and firms.
To read more on the methodology of the award please click here.