SlateStone Wealth is honored to be included in Worth Magazine’s esteemed Top Registered Investment Advisor Firms 2026 list.

Worth’s Leading Advisor program recognizes registered investment advisors that meet its selection criteria, including more than $500M in assets under management, a predominance of high-net-worth clients, and independence from broker-dealers.

This recognition reflects the work of our team and the discipline we bring to investment management and wealth planning. Our approach is grounded in research, sound portfolio construction, and a close understanding of each client’s objectives and circumstances.

We are grateful to Worth Magazine for the recognition and to our clients for the trust they place in us. It is a privilege to serve them and help guide their important financial decisions over time.

 

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 published in July 2026 by Worth and was developed with Institutional Shareholder Services (ISS) Market Intelligence. This is an annual list and the rating period on which this rating was based ended on 12/31/2025. No fees were paid to ISS or Worth to obtain this ranking.