Wealthstream Selected to Forbes List of America’s Top 250 RIA Firms
January 25, 2024 | By Wealthstream Advisors Team
The Wealthstream Advisors team is excited to announce our selection to Forbes’ 2023 list of America’s Top 250 RIA (Registered Investment Advisor) Firms.
We are passionate about helping our clients achieve their financial life goals, and we take immense pride in our work. Our team is grateful to receive this esteemed recognition, and we look forward to continuing to demonstrate our commitment to client service in 2024.
About the Forbes RIA 250 List
The Forbes RIA 250 list recognizes registered investment advisory firms that “have strong pedigrees when it comes to providing a steady hand for clients and preserving their wealth over the long term.”
The list was designed to highlight firms that:
- Provide industry-leading experience and expertise.
- Demonstrated a commitment to ethical standards.
- Delivered a high-quality experience for clients.
SHOOK Research, an independent research firm, selected the Forbes Top 250 RIA list for 2023, employing an algorithm that weighs a diverse set of qualitative and quantitative factors, including revenue trends, assets under management, compliance records, and industry experience.
We invite you to learn more about the “America’s Top IR Firms” list in Forbes’ official announcement here.
Important Disclosure Information
Data provided by SHOOK® Research, LLC. Data as of 3/31/23. Source: Forbes.com (October, 2023). Forbes America’s Top RIA Firm's ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Selected by SHOOK Research, this list draws on a number of qualitative and quantitative methods designed to evaluate client experience. No compensation was given or received for this award. Criteria and methodology found here.
