B|O|S is pleased to announce that the firm has been recognized as one of the Barron’s “2019 Top 50 RIA firms”, which recognizes the top registered investment advisor firms across the U.S.

To see the complete list click here. You can also read an interview with Managing Principals Carol Benz and Kevin Dorwin 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.