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

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.