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NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron's Top 100 RIA Firms for 2021. This is Barron's sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

Firms are asked to complete an extensive questionnaire in order to be considered, and criteria encompass "both qualitative and quantitative criteria, including: the assets a firm manages and the revenue those assets generate; regulatory record; staffing levels and diversity; technology spending; succession planning, and more."

"We are thrilled to be recognized as one of Barron's Top 100 RIA Firms this year," said Kenneth D. Pollinger, Co-Chairman and CEO of KF Advisors. "This honor reflects the hard work and dedication of our entire team. We are committed to continuing to serve our clients with a high level of expertise and attentiveness to help them achieve their financial goals."

According to Barron's, the goal of the rankings is "to shine a spotlight on the nation's best financial advisors, with an eye toward raising standards in the industry." Advisors who wish to be ranked complete a 102-question survey, and this data is verified by Barron's before it applies its proprietary rankings formula to the data. Ranking the firms is "meant as a starting point for clients looking for an advisor."

KF Advisors is an independent advisor registered with the Securities and Exchange Commission and based in New York City. For over 30 years, KF Advisors has been solely dedicated to helping individuals, families, and organizations achieve their legacy, philanthropic, and funding goals through customized wealth planning and investment management.

More information: https://www.klingenstein.com/.

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Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron's Top 100 RIA Firms for 2021. This is Barron's sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

Related link: http://www.klingenstein.com

NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors). KF Advisors provides comprehensive wealth and investment management services to high-net-worth individuals, families, and nonprofit organizations.

The June 2019 asset acquisition of Solaris Advisors, LLC and related entities (Solaris) by KF Group, LP represented a significant expansion in serving institutional clients, including endowments and foundations. The new brand name not only reflects the integration of the two legacy brands, Solaris and KFWA, but also KF Advisors' single firm approach and equal commitment to both its wealth and nonprofit clients.

"Our firm has always provided high-quality, personalized wealth and investment management to our clients. We are proud of and respect that legacy, and we also recognize the increasingly diverse range of clients whom we serve," said Kenneth D. Pollinger, Co-Chairman and CEO of KF Advisors. "We will continue to add expertise, resources, and capabilities designed to enhance our clients' experiences and results, while maintaining the high-touch service, customized strategies, and sophisticated solutions we have always delivered."

"We are focused on finding ways to better serve our clients now and in the future. This change in name results from our client-centric view, broader set of offerings, and recognition of our expanded client base," affirmed Susan H. Curry, Senior Vice President and Chief Operating Officer. "Our clients will continue to be served by the same dedicated teams with whom they have always worked, supported by the full depth and breadth of KF Advisors professionals."

Klingenstein Fields Advisors, representing two privately held independent Registered Investment Advisors, manages over $3.9 billion in assets on behalf of its individual and institutional clients. Its 2019 acquisition of the assets of Solaris further enhanced its team of experienced wealth and investment management professionals and expanded its range of investment solutions.

More information: https://www.klingenstein.com/.

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Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors).

Related link: http://www.klingenstein.com

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Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2021

Klingenstein Fields Wealth Advisors (KFWA) will now be known as Klingenstein Fields Advisors