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October 19, 2023 at 10:58 AM CDT
33 Focus Partner Firms Named to Forbes/SHOOK 2023 List of America's Top RIA Firms
NEW YORK, NY / ACCESSWIRE / October 19, 2023 / Focus Financial Partners Inc. (“Focus”), a leading partnership of fiduciary wealth management firms, announced today that 33 of its partner firms were named to the Forbes/SHOOK 2023 America’s Top RIA Firms list. This list is based on a national survey conducted by SHOOK Research, including qualitative and quantitative factors such as telephone and in-person interviews with the firms being reviewed.
In alphabetical order, these firms are:
- Adero Partners
- Badgley Phelps Wealth Managers
- Bartlett Wealth Management
- Bordeaux Wealth Advisors
- Buckingham Strategic Wealth
- Cassaday & Company
- Connectus Wealth Advisors
- Crestwood Advisors Group
- Douglas C. Lane & Associates
- Edge Capital Group
- Fairway Wealth Management
- Fort Pitt Capital Group
- FourThought Private Wealth
- Gratus Capital
- GW & Wade
- GYL Financial Synergies
- HoyleCohen Wealth Management
- Icon Wealth Partners
- Joel Isaacson & Co.
- Kovitz Investment Group Partners
- Lake Street Advisors Group
- LVW Advisors
- Merriman Wealth Management
- Quadrant Private Wealth Management
- Seasons of Advice Wealth Management
- Strategic Wealth Partners Group
- Summit Financial Wealth Advisors
- Telemus Capital
- The Portfolio Strategy Group
- Transform Wealth
- Ullmann Wealth Partners
- Waddell & Associates
- XML Financial Group
“We are thrilled to see 33 of our partner firms recognized on the Forbes/SHOOK America’s Top RIA Firms list once again, with Focus partner firms comprising nearly 20% of the top 100 in the list,” remarked Rudy Adolf, Founder and CEO of Focus. “This achievement is a testament to the resilience and excellence of their entrepreneurial enterprises. We extend our warmest congratulations to these firms, their dedicated advisors, and hardworking employees, whose commitment to providing exceptional client service has made this recognition possible. With our suite of value-added programs and growth capital, we will continue to support their further growth and success in the industry.”
About Focus Financial Partners Inc.
Focus Financial Partners Inc. is a leading partnership of independent, fiduciary wealth management firms. Focus provides access to best practices, resources and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit focusfinancialpartners.com.
About the Forbes/SHOOK 2023 List of Top 100 RIA Firms
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Chief Marketing Officer
Focus Financial Partners
SOURCE: Focus Financial Partners Inc.