B|O|S is consistently ranked among the Top Bay Area Wealth Management Firms according to the San Francisco Business Times.

Disclosures:
To determine the Top Wealth Management Firms in the Bay Area, San Francisco Business Times sent surveys requesting the total current assets under management in a firm’s Bay Area offices for individual clients with separate or individually managed accounts, referring to individual clients only – not institutional. The top 25, or 55% of wealth managers who applied, made the list. For additional information and methodology, please visit: http://bizj.us/1pebjh.