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ZEGA has been recognized as one of the Best Financial Advisory Firms 2023

We are honored to be awarded as one of the Best Financial Advisory Firms of 2023 by USA Today and Statista.

 USA TODAY's Best Financial Advisory Firms 2023 (in alphabetic order) were determined based on two dimensions: 

  • Peer/Client Recommendations: The recommendations were collected via an independent survey sent to over 20,000 clients and financial advisors. 
  • Growth of Assets under Management (AUM): The development of AUM was analyzed both, short (12 months) and long term (5-years) based on publicly available data. 

•    ZEGA Financial LLC (“ZEGA”) claims compliance with the Global Investment Performance Standards (GIPS®).
•    GIPS® is a registered trademark of CFA Institute.
•    CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
•    To receive a full list of composite descriptions of ZEGA Financial and/or a GIPS report, contact jay.pestrichelli@zegafinancial.com