The inaugural Forbes/Shook Top RIA list has 100 advisory firms with cumulative assets of $730 billion. All are helmed by professionals who have decades of experience, not to mention proven track records of seeing clients through market turmoil and preserving their wealth. Forbes’ list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank member firms.
LPL Financial, Forbes, and SHOOK Research are separate entities.
Data provided by SHOOK ® Research, LLC – Data as of 12/31/21. Ranking awarded 10/25/2022 and published by Forbes. America’s Top Registered Investment Advisor Firms ranking was developed by SHOOK Research. Neither SHOOK nor Forbes receive compensation in exchange for its Registered Investment Advisor Firm placements or rankings.
< Accolades
December 28, 2022
Forbes Top RIA Firms
We are proud to announce Winthrop Wealth has been named by Forbes to its ranking of America’s Top RIA Firms.
DISCLOSURES
LPL Financial, Forbes, and SHOOK Research are separate entities.