GW & Wade Recognized in 2021 for the Third Consecutive Year as a Barron's Top RIA Firm
byLaurie Wexler Gerber, MBA, Director of Marketing
WELLESLEY, MA – GW & Wade, LLC is proud to announce that the firm has been recognized as a Barron's Top RIA Firm in 2021 for the third consecutive year. Barron's Top RIA Firms list recognizes the premier independent advisors in the nation, ranked according to assets under management, revenue, and quality of the practice.
GW & Wade also ranked the 10th Largest Independent Investment Adviser in Massachusetts by the Boston Business Journal for 2021. Along with making the top 10, we were also recognized as one of the larger gainers among the list, achieving year-over-year growth in total assets under management. GW & Wade’s Principal & SVP Client Development, Jim Da Silva shares his thoughts on how the firm faced the challenges of 2020. Read the full BBJ article here.
GW & Wade is also honored to be recognized by FA Magazine’s 2021 RIA Rankings.
Thank you to our clients for their trust in us, and to our team for their hard work as we continue to grow.
For the full rankings and further information on the publications: