Kovitz Investment Group
About
This "About" section is provided by Kovitz Investment Group.
Kovitz connects high net worth individuals, institutions and financial professionals to sound asset management and advisory strategies. We focus on long-term investment solutions, backed by our own stringent research.
We treat financial planning and wealth management as active p...
Clientele
2,396
Client Households
$1m
Account Minimum
High Net Worth, Ultrahigh Net Worth, Endowments, Foundations, Institutions
Client Base
Team
Mitch Kovitz, Principal, Founder, Co-Chief Investment Officer
Rob Contreras, Co-President, Principal & General Counsel
Ted Rupp, Co-President, Principal
Dan Murphy, Principal, Portfolio Manager
John Buckingham, Principal, Portfolio Manager, Editor - The Prudent Speculator
Summary
| Firm Assets: | $7.3b |
| Advisors: | 39 |
| Offices: | 4 |
| Financial Planning: | Yes |
Current Rankings
Past Rankings
Rankings since 2012
Top RIA Firms: 2019-2022
About this data
Kovitz 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, which includes assets managed by the firm, technology spending, staff diversity, succession planning and other metrics. More information on the criteria can be found here. No application fee was paid by Kovitz to participate in the ranking. This ranking is not indicative of the firm’s past or future performance. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Profile pages in Barron’s are available to: (i) all Barron’s actively ranked advisors whose data is obtained from the Barron’s Advisor rankings, as may be updated and supplemented by such ranked advisor through the purchase of an enhanced profile; and (ii) unranked financial advisors who purchase a Barron’s Advisor Finder profile and have applied for a Barron’s Advisor ranking within 18 months or who are registered with the SEC, have at least 25 years of experience as a financial advisor and have no violations on their financial advisor record. Data from unranked advisors is derived from such advisors who have purchased a Barron’s Advisor Finder profile.