Chicago-based Investment Advisory and Wealth Management Firm Earns Esteemed National Recognition.

CHICAGO (16 September 2024) – Kovitz Investment Group Partners, LLC ("Kovitz"), an investment advisory and wealth management firm based in Chicago, is honored to be named to Barron’s Top 100 RIA Firms for the sixth consecutive year.

"We are immensely proud to be recognized by Barron’s for the sixth consecutive year. This achievement is a testament to our team's commitment to delivering outstanding service and investment solutions to our clients. Being included in this prestigious list again underscores the effectiveness and impact of our client-focused approach.”

Mitch Kovitz, Co-Founder and CEO of Kovitz

In 2024, six Focus partner firms joined forces with Kovitz, extending its national presence, enhancing its investment and service offerings, and fortifying its advisory and operational talent and resources.

About Kovitz

Kovitz is an independently-managed registered investment adviser providing advisory services since 2003. Based in Chicago, IL, with offices nationwide, Kovitz provides investment management, wealth management, and financial planning services to individuals, institutions, and private funds. The firm manages and advises on approximately $27 billion in client assets as of August 31, 2024. https://www.kovitz.com/

About the Barron's 2024 List of Top 100 RIA Firms

In September 2024, Kovitz was recognized among the Top RIA rankings by Barron's for the year ending June 30, 2024. Rankings are based on a proprietary survey used by Barron's, which includes three major categories of calculations: 1) Assets 2) Revenue, and 3) Quality of Practice. Kovitz paid no application fee participate in the ranking, but a fee was paid to license the award logo. This ranking is not indicative of the firm’s past or future performance. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The methodology can be found here.