We are honored to be included in Worth Magazine’s Top Registered Investment Advisor Firms 2025 – Worth. It reaffirms our belief in the power of personalized financial guidance and the profound impact it has on our clients’ lives.
At SlateStone Wealth, we strive to go above and beyond to provide insightful solutions tailored to each client’s unique financial journey. This recognition serves as a reminder of the trust and confidence our clients place in us, and we are profoundly grateful for the opportunity to make a positive difference in their financial well-being. We owe this achievement to the hard work and collaboration of our talented team, whose passion for empowering clients fuels our success every day.
As we celebrate this milestone, we remain steadfast in our commitment to delivering exceptional service and helping our clients navigate the complexities of the financial landscape with confidence and clarity. We extend our heartfelt gratitude to Worth Magazine for this prestigious honor and to our clients for their continued trust and support. Here’s to another year of growth, prosperity, and making meaningful strides toward our clients’ financial goals.
Disclosure:
The Leading Advisor program uses a rigorous selection process to identify the best registered investment advisors, including AUM of over $500 million, predominance of high-net-worth clients, and unbiased advice independent from broker-dealers. These firms craft tailored strategies to manage our readers’ wealth.
Leading Advisors Selection Methodology
The core value of the Leading Advisor program to our readers lies in its rigorous selection process and the credibility it bestows upon each listed advisor. Featured Registered Investment Advisor firms has successfully cleared stringent benchmarks:
- AUM of Over $500 Million: Demonstrates substantial experience and trust in handling significant wealth.
- Predominantly High-Net-Worth Clients: Shows specialized expertise in managing the complex financial situations typical of wealthier clients.
- Substantial Planning Clientele: Indicates a focus on comprehensive financial planning rather than simple asset management.
- Independence from Broker-Dealers: Ensures advice is unbiased and purely client-centric.
The rankings were developed in collaboration with Institutional Shareholder Services (ISS), a proxy advisory firm that helps investors comply with SEC rules for Form N-PX disclosure of proxy voting records. The Securities and Exchange Commission (SEC) requires companies to compile and present financial and business information, reports, and disclosures to provide transparency to investors and the public. Leading Advisor assessments are based on the data that firms submit to the SEC in these disclosures. The public can review SEC filings through the commission’s online database, EDGAR.
The article can be found on Worth Magazine.
This rating was given on 3/5/2025 by Worth and was developed with Institutional Shareholder Services (ISS) Market Intelligence. This is an annual list and the period on which this rating was based is 2025. No fees were paid to ISS or Worth to obtain this ranking.
