We are honored to once again be named to the Barron’s Top 100 RIA Firms as the top-ranking firm in the “over $10 million” category.*
This recognition reflects our commitment to supporting ultra-high-net-worth clients with their unique needs. We appreciate the trust and confidence our clients place in us and the dedication of our team, who work tirelessly to deliver excellence every day. At IEQ, we are committed to building a differentiated investment platform and providing a bespoke family office experience that goes beyond traditional wealth management.
We are deeply grateful to our clients for their partnership and to our colleagues for their unwavering commitment to our mission.
*IEQ is ranked #1 among RIAs whose median client has over $10 million in assets managed by the firm.
Barron’s Top 100 RIA Firms is an independent listing produced annually by Barron’s (September 2025, data as of 06/30/2025). Self-completed questionnaire was used for rating. The ranking is based on assets, revenue, and quality of practice. This ranking does not rank advisors based on investment performance. There is no fee for participation. However, IEQ does pay a $20,000 annual membership for the right to be featured in Barron’s magazine itself (outside of the ranking) and for using Barron’s logo in our marketing pieces. More information can be found here: https://lnkd.in/gggfjGA7