Stokes Family Office Ranked 2024 Top RIA Firm by Financial Advisor Magazine

Stokes Family Office, LLC (SFO), an SEC-registered investment adviser, is pleased to announce that on July 15, 2024, the firm has been ranked as one of America’s Top RIAs by Financial Advisor Magazine! This is the second year in a row that SFO has been named to the prestigious list, and it is once again the only Louisiana-based firm to be honored.

The annual list of America’s Top RIA rankings is compiled based on assets under management at the year-end of independent RIA firms that file their own ADV with the SEC. Only firms with AUM exceeding $500 million as of December 31, 2023, are included in the print edition of Financial Advisor magazine’s 2024 RIA survey. Firms with under $500 million are included in the expanded online RIA survey. No compensation was provided directly or indirectly in connection with obtaining or using the third-party rating. 

Click here to view the full 2024 list. 

___________________________________________________________________ 

About Stokes Family Office, LLC 

Stokes Family Office, LLC is 100% family-owned and SEC-registered investment adviser* serving executives, business owners, and other high-net-worth entrepreneurs in the New Orleans area for over 35 years. As a fiduciary, the firm is committed to providing wealth management, retirement planning, family office, and other financial services that are in the best interest of its clients. The team approaches the complexities of wealth management with a modern, innovative point of view and offers clients transparent guidance that helps simplify their complex financial lives. For more information, visit stokesfamilyoffice.com. 

*Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Stokes has attained a certain level of skill, training, or ability. 

About Financial Advisor Magazine 

Financial Advisor Magazine (“FA”) delivers essential market information and strategies that advisors need to succeed in their increasingly complex environment. FA focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. FA goes in-depth to challenge traditional planning wisdom by introducing readers to new approaches to help them better counsel clients. 

Important Disclosures 

About the “Top RIAs” ranking: FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported on the advisors and verified by review of advisor’s ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2023, to be included in the print edition of Financial Advisor magazine’s 2024 RIA survey.