Klingenstein Fields Advisors Named as one of America’s Top RIAs by Financial Advisor Magazine

Published: August 4, 2023

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.

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Important Disclosures

This material is provided for informational or educational purposes only and should not be construed as investment, accounting, tax or legal advice. Always consult a financial, tax and/or legal professional regarding your specific situation. This communication is not intended as a recommendation or as investment advice of any kind. It is not provided in a fiduciary capacity and may not be relied upon for or in connection with the making of investment decisions. Nothing herein constitutes or should be construed as an offering of advisory services or an offer to sell or a solicitation to buy any securities or a recommendation to invest in any specific investment strategy. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future returns. The views expressed herein are as of a particular point in time and are subject to change without notice. The information and opinions presented herein are general in nature and have been obtained from, or are based on, sources believed by Klingenstein Fields Advisors (“KF Advisors’) to be reliable, but KF Advisors makes no representation as to their accuracy or completeness. Although the information provided is carefully reviewed, KF Advisors cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided. KF Advisors represents two investment advisers registered with the Securities and Exchange Commission: Klingenstein, Fields & Co., L.P. and KF Group, LP. If you are a KF Advisors client, please remember that it remains your responsibility to advise KF Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.