Press

IEQ Capital
August 27, 2024

IEQ Welcomes EPIQ Capital Group

IEQ Capital
September 17, 2024

IEQ Capital Recognized as a Top RIA by Barron's

IEQ Capital
September 16, 2024

Key Takeaways from the Echelon Deals and Dealmakers Conference

IEQ Capital
August 29, 2024

From the Olympic Arena to the Financial Arena: How Athletic Discipline Fuels Success in Finance

IEQ Capital
August 21, 2024

IEQ Recognized as a CNN Best Financial Advisor of August 2024

IEQ Capital
August 20, 2024

Congratulating Golub Capital on 30 Years in Direct Lending

PR Newswire
July 15, 2024

IEQ Capital Expands to Nashville with Appointment of Managing Director Michael Thompson

PR Newswire
June 25, 2024

IEQ Capital Expands to New Markets: Introduces Daniel Lee and Dylan Kremer

PR Newswire
May 01, 2024

IEQ Capital Establishes Southeast Presence with Addition of Leading Atlanta Advisory Team

Great Place to Work
April 30, 2024

IEQ Recognized as a Great Place to Work

Forbes
October 08, 2023

IEQ Capital recognized as a Top RIA by Forbes

IEQ Capital
May 22, 2023

IEQ Capital Strengthens its Family Office with Strategic Hire

IEQ Capital
May 15, 2023

IEQ Capital Welcomes Bi-Coastal Advisor Team in San Francisco and Boston

IEQ Capital
January 20, 2023

IEQ Capital Welcomes Stone Point Capital as Strategic Partner

IEQ Capital
November 29, 2022

IEQ Capital Welcomes Jeff Sawin as a Managing Director

Forbes
September 23, 2022

Jeff Westsmith recognized as one of America's Next Gen Wealth Advisors

IEQ Capital
September 22, 2022

IEQ Capital Welcomes Scott Gutterman as a Managing Director

Great Place to Work
May 31, 2022

IEQ Capital Certified as a Great Place to Work

Barron's
September 21, 2021

IEQ Capital recognized as one of America's Top RIA Firms

Barron's
April 09, 2021

Eric Harrison Featured: 3 Smart Ways to Invest in Bitcoin

Wall Street Journal
November 14, 2020

IEQ Advisory Board Member Jane Dietze Recognized for Brown University Endowment’s Performance

Forbes
September 23, 2020

Jeff Westsmith recognized as one of America's Next Gen Wealth Advisors

Forbes
August 23, 2020

Alan Zafran recognized as one of America's Top Wealth Advisors

Forbes
April 04, 2020

Rob Skinner recognized as one of America's Top Wealth Advisors

Forbes
April 04, 2020

Jeff Westsmith Recognized as One of California's Top Wealth Advisors

Forbes
February 11, 2020

Rob Skinner Recognized as One of California's Top Wealth Advisors

Forbes
February 11, 2020

Alan Zafran Recognized as One of California's Top Wealth Advisors

Forbes
February 11, 2020

Eric Harrison Recognized as One of California's Top Wealth Advisors

Barron's
November 27, 2019

Best Ideas: Boosting Assets and Buying on Dips

Barron's
October 04, 2019

Robert Skinner: Profiting From Private Markets

Forbes
September 23, 2019

Jeff Westsmith recognized as one of America's Next Gen Wealth Advisors

AdvisorHub
June 03, 2019

First Republic’s Star-Studded ‘Luminous’ Team Goes Independent

RIABiz
June 02, 2019

In massive break, $17B 'Luminous' team at First Republic departs en masse to form two separate RIAs

Forbes
April 04, 2019

Rob Skinner recognized as one of America's Top Wealth Advisors

Forbes
April 04, 2019

Jeff Westsmith Recognized as One of California's Top Wealth Advisors

Forbes
February 11, 2019

Rob Skinner Recognized as One of California's Top Wealth Advisors

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*The awards listed are not endorsement of any third party to invest with IEQ and are not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing. Show More

Barron's advisor rankings formula utilizes three major categories of calculations: (1) Assets (2) Revenue and (3) Quality of practice. Advisors who wish to be ranked fill out a 102-question survey about their practice. Barron's verifies that data with the advisors' firms and with regulatory databases and then applies their rankings formula to the data to generate a ranking. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. This ranking does not guarantee any potential investment outcomes, nor does it rank advisors based on investment performance. There is no fee for participation. More information can be found here: https://www.barrons.com/articles/barrons-top-advisors-methodology-1534541819

Forbes' wealth advisor ranking is developed by SHOOK Research, an independent research firm. The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found here: https://www.forbes.com/sites/rjshook/2021/08/24/methodology-americas-top-wealth-advisors-2021/?sh=6684479f649c