Mesirow named to Barron’s 2022 List of Top 100 RIA Firms
CHICAGO, October 11, 2022 – Mesirow, an independent, employee-owned financial services firm, today announced that the firm has once again been named to Barron's Top 100 RIA Firms list, ranking #47 in 2022. Barron’s bases its annual ranking of independent advisory companies on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics.
Each year, Barron’s ranks the Top 100 RIA Firms, showcasing financial advisors across the country that prioritize advancement and work toward raising the standards for other firms.
"We are honored to be on the Barron's list of Top 100 Registered Investment Advisor Firms once again," said Natalie Brown, CEO of Mesirow. "More than 80 years ago, Wealth Management was our firm’s our founding capability. Today, our wealth advisors work each day to further deepen the relationships and trust they have established with our multi-generational and ‘Next Gen’ clients."
"At Mesirow Wealth Management, we connect our clients to what matters today and across generations through personal, comprehensive wealth plans," said Melissa L. Bean, President of Mesirow Wealth Management. Our inclusion in Barron's list of the 2022 Top 100 RIA Firms speaks to the hard work, commitment, and entrepreneurial spirit of our wealth advisor teams.”
Mesirow has $215.7 billion in assets under supervision* and 85 years of market experience. The firm was recently named one of the Best Places to Work by Crain’s Chicago Business for the fifth consecutive year and has received a top score of 100 in the Human Rights Campaign’s Corporate Equality Index for six consecutive years.
Other recent accolades for the firm include: Top DC Advisor Multi-Office Firms by the National Association of Plan Advisors, Currency Manager of the Year, and 50 Business Leaders of Color for 2021.*
Learn more about Mesirow Wealth Management.
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. To learn more, visit mesirow.com and follow us on LinkedIn.
*As of 6.30.22 unless otherwise noted. 1. Assets under supervision include assets under management, assets under advisement and other client non-securities assets such as currency assets on which the firm earns fees for advisory and other services. Real Estate assets under management are as of 3.31.22 and include regulatory assets under management (gross asset value plus unfunded commitments). Private Equity assets under management are as of 3.31.22 and are calculated by adding uncalled commitments and net asset value as of a period end. The most recent data for Real Estate and Private Equity is preliminary and estimated. Mesirow Currency Management AUM reflects assets under management for both currency risk management products (passive and active management) and alpha and macro products. Risk management product AUM reflects the total foreign currency portfolio exposure of passive and active clients’ underlying portfolios allocated to the Currency Division. Alpha and macro product AUM reflect the client’s total investment amount in the alpha and macro strategies of the Currency Division, which is calculated based on an annualized 2% volatility target. The current allocation to the currency sleeve of the Enhanced Core Plus Fund is a notional 10%. Some assets under advisement are on a 45-to-90-day lag due to time needed to confirm away assets.
Barron’s 2022 List of Top 100 RIA Firms (Received September 2022 reflective of previous 12 months – Licensing fees paid post award for use of the ranking). Barron's is a weekly magazine/newspaper published by Dow Jones & Company that conducted the survey. The survey consisted of a 145-question questionnaire, used to collect information about the firm, wealth advisors, financial, and other general information. Rankings and/or recognition by unaffiliated rating services and/or publications are not indicative of a firm’s future performance nor do they evaluate the quality of services provided to clients or guarantee that he/she will experience a certain level of results if Mesirow is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Mesirow by any of its clients.