We are honored that FA Magazine has ranked Klingenstein Fields Advisors (KF Advisors) as one of America’s top RIAs in its 2023 listing. This is a result of the significant contribution and team effort of each KF Advisors’ professional.
Each year, FA Magazine conducts a voluntary survey of independent RIAs filing their own ADVs with the SEC and providing financial planning and related services to individual investors. No fee or membership is required to participate in the survey. The annual survey evaluates total assets, year-over-year growth in assets, growth in assets per client, and other firm characteristics. Financial Advisor magazine orders firms from largest to smallest based on their assets under management at the year end. More information can be found on the FA Magazine website.