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November 4, 2020

What’s New at B|O|S

Please read important disclosures HERE.

B|O|S RANKED ON BARRON’S TOP 100 RIA LIST
We’re happy to announce that the firm was again included on Barron’s Top RIA Firms, which recognizes the top independent RIA firms in the U.S.The firm was ranked #74 on the list, which included several new metrics this year such as technology spending, staff diversity, and succession planning.

B|O|S INCLUDED AMONG SAN FRANCISCO BUSINESS TIMES LARGEST BAY AREA WEALTH MANAGEMENT FIRMS
We’re pleased to once again be included in the San Francisco Business Times Top Bay Area Wealth Management Firms list. The firm ranked 10th on the list, which ranks firms located in Alameda, Contra Costa, Marin, San Francisco, and San Mateo counties by AUM.

B|O|S PLACED ON FINANCIAL ADVISOR MAGAZINE TOP REGISTERED INVESTMENT ADVISORS LIST
The firm again was included on Financial Advisor Magazine’s list of the Top Registered Financial Advisors, which recognizes the top independent RIA firms in the U.S. by AUM. The firm was ranked #78 out of 551 total firms.

B|O|S NAMED AS TOP CORPORATE PHILANTHROPIST BY SAN FRANCISCO BUSINESS TIMES
We’re thrilled to again be included among the San Francisco Business Times Top Corporate Philanthropists. The list, where we ranked 92nd, includes for-profit companies and nonprofit health care organizations that made contributions to Bay Area-based charitable organizations in the following counties: Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano and Sonoma counties.

Filed under: Firm Updates

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