May 13, 2023 – Veris has been selected by Worth Magazine as one of the top registered investment advisory firms (RIA). The 2024 edition of Worth’s Leading Advisors List showcases 300 independent RIA firms.

“Veris is honored to be recognized by Worth for our work serving families and foundations,” said Stephanie Cohn Rupp, the firm’s CEO. “We believe independence is the key to opening up the full range of impact opportunities consistent with clients’ financial goals.”

Worth curates their Leading Advisors list in collaboration with ISS Market Intelligence by analyzing key performance indicators including assets under management (AUM), annual growth rates and average client size.*

Full press release available here.

*There is no charge or other considerations required for RIAs to be included in this ranking.