Broker Check

Recognitions

Paul R. Ried Financial Group has been recognized as leaders in the financial services industry. Our greatest accomplishment, though, comes in helping each and every client reach for their financial goals. Here are some of the accolades we have received:  


Named to Barron's "America's Top Advisor Rankings" from 2009-2020
(This list included 1,000 advisors from 2009-2013 and changed to 1,200 advisors from 2014-2020)

Please Click Here to View Barron's Methodology


Named by Forbes as one of "America's Top 250 Wealth Advisors" from 2016 - 2020

Please Click Here To View Forbes' Methodology 

Named to Forbes list of Best-In-State Wealth Advisors in 2018 - 2020

Please Click Here to View Forbes' Methodology for 2018
Please Click Here to View Forbes' Methodology for 2019
Please Click Here to View Forbes' Methodology for 2020



Named to Financial Times' Top 400 Advisers Ranking for 2017 & 2018

Please Click Here to View the Financial Times Methodology for 2017
Please Click Here to View the Financial Times Methodology for 2018



 

Named by Barron's as one of the "America's Top 100 Independent Financial Advisors" in 2009

Please Click Here to View Barron's Methodology




*Barron’s: Top 100 Independent Financial Advisors:
Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then
applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their
teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns
a top score of 100 and rates the rest by comparing them with the top-ranked advisor. 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.

*The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times.
The FT 400 is based on data gathered from firms, regulatory disclosures, and research conducted on behalf of
the Financial Times by Ignites Research, a Financial Times sister publication. The listing reflects each
advisor's performance in six primary areas. The factors are: 1. Assets under management; 2. AUM growth
rate; 3. Years of experience; 4. Compliance record; 5. Industry certifications; 6. Online accessibility. Neither
the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.
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.

*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.