Forbes' 2025 List of America's Top RIA Firms
Methodology (as worded by Forbes)

"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. Basic requirements are a minimum of seven (7) years as an advisor for one (1) partner/principal, fully operational as a practice for a minimum of one (1) year, must incorporate a fiduciary model, completion of online survey and interview with SHOOK, evaluations focused on wealth management. Research summary as of October 2025: 50,063 nominations received, based on thresholds - 28,522 invited to complete online survey - 24,647 telephone interviews - 6,781 in-person interviews at Advisor's location - 1,596 virtual interviews - 33,024 total interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. Advisory services offered through Paul R. Ried Financial Group, LLC, a registered investment adviser."

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Additional detailed ranking methodology information can be accessed by clicking on the relevant year below
2023 ~ 2024 ~ 2025

Further Disclosure: Recognition from rating services or publications is no guarantee of future investment success or performance. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations. Additionally, the Firm is not aware of any undisclosed facts that would call into question the validity or appropriateness of the rating.