Cresset Advisors David Karp, Charlie Maxwell, Wen Nottebohm, and Chris DeMonte named to Barron’s list of the Top 100 Independent Advisors for 2023
CHICAGO – Sept. 21, 2023 — Cresset Asset Management rose to the #9 spot in Barron’s Top 100 RIA Firms list for 2023, up from #12 in 2022, and #32 in 2021. Barron’s also named Cresset Advisors David Karp (#6), Charlie Maxwell (#53), Wen Nottebohm (#77) and Chris DeMonte (#88) to its 2023 list of the Top 100 Independent Advisors.
“We are once again incredibly gratified to be recognized as one of the top RIA firms by Barron’s. For Cresset to be ranked among the top 10 RIA firms in the nation just six years since our founding is nothing short of incredible. The credit goes to our amazing team, who always put our clients’ best interests first. I am thrilled that David Karp, Charlie Maxwell, Wen Nottebohm, and Chris DeMonte have received special recognition by Barron’s as Top 100 Independent Advisors,” said Eric Becker, Co-Founder and Co-Chairman of Cresset.
Barron’s 8th-annual ranking of the top RIA firms is based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics.
Advisors David Karp, Charlie Maxwell, Wen Nottebohm, and Chris DeMonte were recognized as Top Financial Advisers by Barron’s for the year ending June 30, 2023. 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, 2023. Rankings are based on a proprietary survey used by Barron’s. Cresset paid no application fee to participate.