Cresset Advisors Jon Goldstein, David Karp, Charlie Maxwell, Wen Nottebohm, and Paul Tramontano also named to Barron’s list of the Top 100 Independent Advisors for 2024
CHICAGO – Sept. 16, 2024 — Cresset Asset Management rose to the #3 spot in Barron’s Top 100 RIA Firms list for 2024, up from #9 in 2023, and #12 in 2022. Barron’s also named Cresset Advisors Jon Goldstein (#5), David Karp (#2), Charlie Maxwell (#48), Wen Nottebohm (#78), and Paul Tramontano (#18) to its 2024 list of the Top 100 Independent Advisors.
“All of us at Cresset are once again incredibly proud to be recognized as one of the top RIA firms by Barron’s. We believe it serves as testimony that our vision to reinvent how people experience wealth is resonating with our client families,” said Susie Cranston, President and COO of Cresset. “We are equally honored to have Jon Goldstein, David Karp, Charlie Maxwell, Wen Nottebohm, and Paul Tramontano recognized among the Top 100 Advisors in the nation. It is wonderful to see their hard work and contributions publicly recognized.”
Barron’s annual ranking of the Top RIA Firms is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.
View the full 2024 lists of Barron’s Top 100 RIA Firms and Barron’s Top 100 Independent Advisors.
Advisors Jon Goldstein, David Karp, Charlie Maxwell, Wen Nottebohm, and Paul Tramontano were recognized as Top Financial Advisers by Barron’s for the year ending June 30, 2024. Rankings are developed by Barron’s using a proprietary survey. Cresset paid no application fee to participate.
Cresset 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. Cresset paid no application fee to participate.
