SAN FRANCISCO, California — Sept. 21, 2026
Executive Summary
IEQ Capital has been ranked No. 2 in the $10 million and above category of Barron’s 2026 Top 100 RIA Firms. The independent wealth management firm and multi-family office stated that it oversees $49.9 billion in regulatory assets under management (RAUM). The annual recognition evaluates independent registered investment advisory firms using factors including assets, revenue and quality of practice, with data as of June 30, 2026.
Announcement Overview
IEQ Capital has announced its recognition in Barron’s 2026 Top 100 RIA Firms, where it ranked No. 2 among RIAs whose median client has more than $10 million in assets managed by the firm. The San Francisco-based firm stated that the recognition reflects its position among independent wealth management firms serving high-net-worth families. Founded in 2019, IEQ combines institutional access with personalized planning and provides tailored strategies across public and private markets, alongside estate and tax planning support and family office services for qualifying clients nationwide.
Key Announcement Details
- Announcement Type: Recognition / Award
- Announcing Entity: IEQ Capital
- Announcement Date: September 21, 2026
- Dateline: San Francisco
- Recognition: Barron’s 2026 Top 100 RIA Firms
- Ranking: No. 2
- Category: RIAs serving clients with $10 million and above
- RAUM: $49.9 billion
- RAUM Date: June 30, 2026
- Firm Founded: 2019
- Client Focus: High-net-worth individuals and families
- Services: Investment strategies, estate and tax planning, family office services
- Geographic Scope: Nationwide for qualifying clients
- Ranking Basis: Assets, revenue and quality of practice
- Investment Performance: Not a ranking criterion
- Ranking Data: June 30, 2026
- Participation Fee: None
- Barron’s Membership: $20,000 annually
IEQ Capital Recognized by Barron’s as a 2026 Top 100 RIA Firm
IEQ Capital, an independent wealth management firm and multi-family office, announced that it has been named to Barron’s 2026 Top 100 RIA Firms, ranking No. 2 in the $10 million and above category.
The firm stated that, as of June 30, 2026, it manages $49.9 billion in regulatory assets under management (RAUM).
The announcement identifies the recognition as part of Barron’s annual ranking of leading independent registered investment advisory firms across the United States.
Ranking Details
The announcement states that IEQ Capital is:
- Ranked No. 2 among RIAs whose median client has over $10 million in assets managed by the firm
- Included in Barron’s 2026 Top 100 RIA Firms
- Recognized within the $10 million and above category
- Included in an annual U.S. ranking of independent registered investment advisory firms
The ranking is produced independently by Barron’s, with the September 2026 listing using data as of June 30, 2026.
Barron’s 2026 Top 100 RIA Firms
According to the announcement, the annual Barron’s ranking recognizes leading independent registered investment advisory firms across the United States.
The ranking considers factors including:
- Assets
- Revenue
- Quality of practice
IEQ stated that its 2026 recognition reflects its continued position among the nation’s independent wealth management firms.
The ranking does not rank advisers based on investment performance, according to IEQ’s disclosure.
Rob Skinner on the Recognition
Rob Skinner, Co-Founder and Managing Partner at IEQ Capital, said:
“We are honored to once again be recognized by *Barron’s,”
Skinner added:
“We built IEQ around the needs of ultra-high-net-worth families, and this recognition reflects the strength of our team and the trust our clients place in us. We remain focused on delivering the thoughtful, highly personalized advice our clients expect from IEQ.”
IEQ Capital’s Wealth Management Offering
IEQ Capital stated that it was founded in 2019 by a team of advisors and entrepreneurs focused on providing independent, sophisticated advisory services to high-net-worth individuals and families.
Its offering combines institutional access with personalized planning and includes:
- Tailored investment strategies across public and private markets
- Estate and tax planning support
- Family office services for qualifying clients nationwide
- Advisory services designed around the needs of high-net-worth individuals and families
The firm stated that these services support long-term wealth creation.
Important Disclosures
1. Regulatory Assets Under Management: As of June 30, 2026, IEQ Capital, LLC stated that it manages $49.9 billion in RAUM. IEQ’s RAUM as of December 31, 2025, as reported in its Form ADV filed in March 2026, totaled $46.24 billion.
2. Barron’s Ranking: IEQ stated that it is ranked No. 2 among RIAs whose median client has over $10 million in assets managed by the firm. Barron’s Top 100 RIA Firms is an independent listing produced annually by Barron’s in September 2026, using data as of June 30, 2026. A self-completed questionnaire was used for the rating. The ranking is based on assets, revenue and quality of practice and does not rank advisers based on investment performance.
3. Participation and Fees: According to IEQ’s disclosure, there is no fee for participation in the ranking. IEQ stated, however, that it pays a $20,000 annual membership for the right to be featured in Barron’s magazine itself, outside of the ranking, and to use the Barron’s logo in its marketing materials.
4. Legal and Tax Advice: IEQ Capital and its employees do not provide legal or tax advice.
5. Additional Ranking Information: IEQ provided additional information concerning the Barron’s ranking through the resource referenced in its announcement.
About IEQ Capital
IEQ Capital, founded in 2019, is an independent wealth management firm and multi-family office serving high-net-worth individuals and families. The firm stated that it combines institutional access with personalized planning, offering investment strategies across public and private markets, estate and tax planning support, and family office services for qualifying clients nationwide.
- Regulatory assets under management: $49.9 billion as of June 30, 2026
- Founded: 2019
- Client focus: High-net-worth individuals and families
- Investment scope: Public and private markets
- Additional services: Estate and tax planning support and family office services
Media Contact
For additional information, visit ieqcapital.com.
Source Attribution
Source: Company announcement
