Strong Industry Recognition Farr, Miller & Washington has achieved consistent recognition on the CNBC Financial Advisor 100 list, ranking as high as 57th in 2021, which highlights its credibility and reputation within the investment management sector.
Potential Acquisition Interest Following its acquisition by Hightower Advisors in 2021, there is an opportunity to explore strategic partnerships, joint ventures, or additional acquisition prospects within the firm or similar regional advisory practices.
Growing Asset Base With a confirmed asset under management of approximately $2 billion at the time of acquisition and revenue estimates between $50M and $100M, Farr, Miller & Washington demonstrates significant market presence, suitable for targeted financial services and technology solutions.
Technological Infrastructure The use of multiple tech platforms including Amazon S3, WordPress, and Google Tag Manager indicates an openness to digital engagement and data management, providing avenues to introduce advanced financial technologies or client experience enhancements.
Client-Centric Approach Farr, Miller & Washington emphasizes tailored portfolio management for high-net worth individuals and institutional clients, suggesting opportunities to offer specialized advisory tools, analytics, or services that align with their personalized investment strategies.