B|O|S is pleased to announce that the firm has been recognized as one of Barron’s 2021 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 6th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
To read more on the methodology of the award please click here.