We are excited to say that Badgley Phelps has once again been recognized as one of Barron’s Top 100 RIA Firms in 2024, marking a continued legacy of excellence in wealth management. In addition to our firm’s recognition, we are proud to announce that Julie Parisio Roy, our CEO, has also landed on the Barron’s 2024 Top Women Financial Advisors list for the third year in a row. Barron’s continues to highlight firms and advisors that set the standard in wealth management, and we are honored to be included among these industry leaders. 

About Barron’s Top 100 RIA Firms in 2024

Designed to highlight the best in the wealth management industry, Barron’s notes “Our ninth annual ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. For the first time, Barron’s is ranking the largest registered investment advisor firms separately from its broader RIA ranking. For our list of mega RIAs, we selected firms that manage 2% or more of the total assets of all ranking applicants. This year, that creates a threshold of $70 billion in assets.”

Barron’s assessment process includes both qualitative and quantitative factors, such as team expertise, regulatory history, and the ability to meet evolving client needs. It’s an honor to be listed among the best in the industry, and we remain committed to delivering outstanding service and results to our clients. Badgley Phelps did not pay a fee to participate in the ranking process. 

About Barron’s 2024 Top Women Financial Advisors

Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise the bar for industry standards. According to Barron’s “Advisors who wish to be ranked complete a comprehensive application about their practice. We verify that data and apply our formula to generate a ranking based on assets, revenue, and quality of practice.”

This prestigious honor highlights Julie’s leadership, expertise, and dedication to the financial services industry, marking a significant achievement for both Julie and our firm.

At Badgley Phelps, our commitment to helping clients reach their financial aspirations is unwavering. We take great pride in these honors and are determined to continue our tradition of excellence for years to come.