Mesirow, an independent, employee-owned financial services firm, today announced that the firm was ranked 40th in Barron?s list of 2021 Top 100 RIA Firms. 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.Ā
"We are honored to be on Barron's list of the Top 100 Registered Investment Advisor Firms for 2021," said Natalie A. Brown, President of Mesirow. "Wealth Management is one of our original businesses founded by Norman Mesirow more than 80 years ago. Our team works hard each day to build upon the level of trust that our financial advisors have established with our multi-generational clients. "Ā
Mesirow has $224 billion in assets under supervision* with 84 years of market experience and has earned a top score of 100 for four consecutive years in the Human Rights Campaign's Corporate Equality Index. Mesirow teams relevant to this ranking have an aggregated 4,452 clients, 95 financial advisors, and 16 offices across 10 states.Ā
"Being named to Barron's list of the 2021 Top 100 RIA Firms speaks to our advisory teams? hard work on behalf of our clients every day to help them achieve their financial goals," said President and CEO of Mesirow Wealth Management Melissa L. Bean.
The purpose of Barron?s ranking of the Top 100 RIA Firms is to showcase financial advisors across the country that prioritize advancement and work toward raising the standards for other firms. To be considered for this achievement, Barron's assesses firms on a quantitative and qualitative level.Ā
Mesirow has recently received other accolades, including Top DC Advisor Multi-Office Firms by the National Association of Plan Advisors, Ā Currency Manager of the Year, and 50 Business Leaders of Color for 2021.
Learn more about Mesirow Wealth Management.