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33 Focus Partner Firms Named to Forbes/SHOOK 2023 List of America's Top RIA Firms

33 Focus Partner Firms Named to Forbes/SHOOK 2023 List of America's Top RIA Firms

33 家焦点合作伙伴公司入选《福布斯/SHOOK 2023 年美国最佳 RIA 公司》名单
Accesswire ·  2023/10/19 13:30

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.

纽约州纽约/ACCESSWIRE/2023 年 10 月 19 日/信托财富管理公司的领先合伙企业 Focus Financial Partners Inc.(“Focus”)今天宣布,其33家合作伙伴公司入选《福布斯/舒克》2023年美国最佳RIA公司名单。该清单基于SHOOK Research进行的一项全国调查,包括定性和定量因素,例如对受审查公司的电话和面对面访谈。

In alphabetical order, these firms are:

按字母顺序排列,这些公司是:

  • 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
  • Adero 合作伙伴
  • Badgley Phelps 财富管理公司
  • 巴特利特财富管理
  • 波尔多财富顾问
  • 白金汉战略财富
  • Cassaday & Company
  • Connectus 财富顾问
  • 克雷斯特伍德顾问集团
  • 道格拉斯·莱恩律师事务所
  • 边缘资本集团
  • Fairway 财富管理
  • 皮特堡资本集团
  • 四思私人财富
  • 格拉图斯资本
  • GW & Wade
  • GYL 财务协同效应
  • HoyleCohen 财富管理
  • ICON 财富合作伙伴
  • 乔尔·艾萨克森公司
  • 科维茨投资集团合作伙伴
  • 湖街顾问集团
  • LVW 顾问
  • 梅里曼财富管理
  • Quadrant 私人财富管理
  • 四季咨询财富管理
  • 战略财富合作伙伴集团
  • 峰会金融财富顾问
  • 泰勒姆斯资本
  • 投资组合策略组
  • 改变财富
  • Ullmann 财富合作伙伴
  • 瓦德尔及同事
  • XML 金融集团

"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."

Focus创始人兼首席执行官鲁迪·阿道夫表示:“我们很高兴看到我们的33家合作伙伴公司再次入选福布斯/舒克美国顶级RIA公司名单,其中Focus的合作伙伴公司占该榜单前100名的近20%。”“这一成就证明了他们创业企业的韧性和卓越性。我们向这些公司、他们的敬业顾问和辛勤工作的员工表示最热烈的祝贺,他们致力于提供卓越的客户服务,使这一认可成为可能。通过我们的一系列增值计划和成长资本,我们将继续支持他们在该行业的进一步增长和成功。”

About Focus Financial Partners Inc.

关于焦点金融合伙人公司

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.

Focus Financial Partners Inc. 是一家由独立信托财富管理公司组成的领先合伙企业。Focus为其合作伙伴公司提供最佳实践、资源和持续性规划,这些公司为个人、家庭、雇主和机构提供全面的财富管理服务。Focus合作伙伴公司保持运营独立性,同时受益于Focus提供的协同效应、规模、经济和最佳实践,以实现其业务目标。有关 Focus 的更多信息,请访问 focusfinancialPartners.com。

About the Forbes/SHOOK 2023 List of Top 100 RIA Firms

关于《福布斯/SHOOK 2023 年 RIA 公司 100 强》名单

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.

由SHOOK Research制定的《福布斯》美国顶级RIA公司排名基于定性标准算法,该算法主要通过电话、虚拟和面对面的尽职调查访谈以及定量数据获得。该算法权衡了收入趋势、管理资产、合规记录、行业经验等因素,以及包含最佳实践和与客户合作方法的因素。由于客户目标不同且缺乏经审计的数据,投资组合表现不是标准。福布斯和SHOOK都不收取任何费用来换取排名。

(For the full list and more, visit ; advisors can complete a survey for upcoming rankings at .)

(如需查看完整列表及更多信息,请访问;顾问可以在此处完成对即将到来的排名的调查。)

Media Contact
John Mittnacht
Chief Marketing Officer
Focus Financial Partners
P: +1-646-576-6586
jmittnacht@focuspartners.com

媒体联系人
约翰·米特纳赫特
首席营销官
焦点金融合作伙伴
P: +1-646-576-6586
jmittnacht@focuspartners.com

SOURCE: Focus Financial Partners Inc.

来源:焦点金融合伙人公司


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