BFS Named as Top Worth RIA

BFS is honored to have been named one of the top Registered Investment Advisors (RIA) firms in Worth Magazine’s Leading Advisor’s list.

The Leading Advisor program uses a rigorous selection process to identify the best registered investment advisors, including assets under management of over $500 million, predominance of high-net-worth clients, and unbiased advice independent from broker-dealers.

President and CEO, Galan Daukas attends a reception in NYC to celebrate the relaunch of Worth’s Leading Advisor list.

We are grateful for this honor, for the trust our clients place in us, and for the professionalism, commitment and hard work of our great team.