Cresset’s David Karp Named to Barron’s Top Financial Advisors List for 2023

Congratulations to David Karp - Top Ranking Barron's Advisors

David Karp, Senior Managing Director with Cresset, has been named to Barron’s Top 1,200 Financial Advisors in America list for 2023, ranking #6 for the state of Virginia. This represents the fifth time that Karp has made Barron’s list of top financial advisors. Karp was also ranked #1 in Virginia and #15 in the U.S. on Barron’s Top 100 Independent Financial Advisors list for 2022. Additionally, Barron’s named Cresset to its Top 100 RIA Firms in America list the last three years running, currently ranking #12.

David Karp has been providing personalized financial investment and wealth strategies for more than 25 years. He advises CEO founders, entrepreneurs, and family office clients through portfolio creation, implementation, due diligence, and ongoing management, as well as private and direct investment diligence, negotiation, and structuring.

“We are thrilled that David has once again received Barron’s Top Financial Advisor recognition. David is committed to providing the boutique family office experience that Cresset clients deserve, and he does so with passion, integrity, and clients’ best interests in mind, always,” said Doug Regan, Founding Partner and Co-Chairman of Cresset.

Barron’s rankings are based on data provided (as of 9/30/2022) by approximately 6,000 advisors. Factors include assets under management, revenue produced, regulatory record, quality of practice, and philanthropic work. View the full Barron’s 2023 List of America’s Top 1,200 Financial Advisors.

David Karp is recognized as a Top Financial Advisor by Barron’s for 2023. Rankings are developed by Barron’s using a proprietary survey. Cresset paid no application fee to participate.

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About Cresset

Cresset is an independent, award-winning multi-family office and private investment firm with more than $45 billion in assets under management (as of 04/01/2024). Cresset serves the unique needs of entrepreneurs, CEO founders, wealth creators, executives, and partners, as well as high-net-worth and multi-generational families. Our goal is to deliver a new paradigm for wealth management, giving you time to pursue what matters to you most.

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