We’re honored to be recognized on Forbes’ 2025 list of America’s Top RIA Firms! 🎉
We’re eternally grateful to our clients who continue to trust us and support us year after year. We couldn’t do it without you!
Forbes’ list of America’s Top RIA Firms list highlights registered investment advisory firms with “proven records of safeguarding and growing client wealth” based on:
- 50,063 nominations received, based on thresholds
- 28,522 invited to complete online survey
- 24,647 telephone interviews
- 6,781 in-person interviews at advisors’ location
- 1,596 virtual interviews
- 33,024 total interviews
Shoutout to SHOOK Research for the recognition and all you do for the industry!
#WealthManagement #RIA #ForbesList
America’s Top RIA Firms, created by Forbes/SHOOK Research. Presented in October 2025 based on data gathered from 3/31/24-3/31/25. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
