The 2024 edition of the Leading Advisors List showcases 300 independent Registered Investment Advisor firms, including Veris Wealth Partners
PORTSMOUTH, NH, May 13, 2024 /24-7PressRelease/ — Veris Wealth Partners, a financial advisory firm that applies sustainable and impact investing expertise across public and private markets, has been named to the Worth Leading Advisors List. The 2024 edition of the Leading Advisors List showcases 300 independent Registered Investment Advisor firms.
“Veris is honored to be recognized by Worth for our work serving families and foundations,” said Stephanie Cohn Rupp, CEO of Veris Wealth Partners. “We believe independence is the key to opening up the full range of impact opportunities consistent with clients’ financial goals.”
The Leading Advisors list of independent RIAs is an undertaking by the Worth editorial staff in collaboration with ISS Market Intelligence. The list was created through a comprehensive analysis of key performance indicators including assets under management, annual growth rates and average client size. There is no charge or other considerations required for RIAs to be included in this ranking.
The full list was released during the Wealth Management EDGE conference. To view the full list, as well as additional information on Worth’s selection methodology, visit the Worth website.
About Veris Wealth Partners
Veris is a financial advisory firm that applies sustainable and impact investing expertise across public and private markets to help foundations and families meet their financial and impact goals. Since 2007, Veris has been helping families and foundations align their investments with their mission and vision for the future. Learn more at veriswp.com.
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