share_log

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 家焦點合夥人公司入選《福布斯》/Shook 2023 年美國頂級RIA公司名單
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.

紐約,NY/ACCESSWIRE/2023年10月19日/亞洲網加利福尼亞州聖克拉拉10月23日電領先的信託財富管理公司Focus Financial Partners Inc.(“Focus”)今天宣佈,其33家合作夥伴公司被評為福布斯/Shaok 2023年美國頂級RIA公司名單。這份榜單是基於Shok Research進行的一項全國調查,包括電話和對被評估公司的面對面採訪等定性和定量因素。

In alphabetical order, these firms are:

按照字母順序,這些公司是:

  • 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合作夥伴
  • 貝格利·菲爾普斯財富經理
  • 巴特利特財富管理公司
  • 波爾多財富顧問公司
  • 白金漢戰略財富
  • 卡薩迪公司
  • ConnectUS Wealth Advisors
  • Crestwood Advisors Group
  • 道格拉斯·C·萊恩律師事務所
  • 邊緣資本集團
  • 球道財富管理
  • 皮特堡資本集團
  • FourThouight私人財富
  • 格拉特斯資本
  • GW&Wade
  • GYL財務協同效應
  • 霍伊爾科恩財富管理公司
  • 圖標財富合作夥伴
  • 喬爾·艾薩克森公司
  • 科維茨投資集團合夥人
  • 湖街顧問團
  • LVW顧問公司
  • 梅裡曼財富管理公司
  • 象限私人財富管理
  • 財富管理的建議季節
  • 戰略財富合作夥伴集團
  • 峰會金融財富顧問
  • Telemus資本
  • 投資組合戰略小組
  • 轉變財富
  • Ullmann Wealth Partners
  • Waddell&Associates
  • 可擴展標記語言金融集團

"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創始人兼首席執行官魯迪·阿道夫表示:“我們很高興看到我們的33家合作夥伴公司再次入選福布斯/震撼美國頂級RIA公司名單,其中Focus合作夥伴公司佔前100名的近20%。”這一成就證明瞭他們創業企業的韌性和卓越。我們向這些公司、他們敬業的顧問和勤奮的員工表示最熱烈的祝賀,他們提供卓越客戶服務的承諾使這一認可成為可能。通過我們的一套增值計劃和增長資本,我們將繼續支持他們在行業中的進一步增長和成功。

About Focus Financial Partners Inc.

關於Focus Financial Partners Inc.

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.是一家領先的獨立、受託財富管理公司的合夥企業。Focus為其合作夥伴公司提供最佳做法、資源和連續性規劃,這些公司為個人、家庭、僱主和機構提供全面的財富管理服務。Focus合作夥伴公司保持其業務獨立性,同時受益於Focus提供的協同效應、規模、經濟和最佳實踐,以實現其業務目標。欲瞭解更多有關Focus的資訊,請訪問Focusfinialpartners.com。

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

關於《福布斯/震撼2023》百強RIA公司排行榜

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Shok Research編制的福布斯美國頂級RIA公司排行榜基於一種定性標準的算法,主要通過電話、虛擬和麵對面的盡職調查訪談以及定量數據獲得。該算法權衡了收入趨勢、管理下的資產、合規記錄、行業經驗等因素,以及那些包含與客戶合作的最佳實踐和方法的因素。由於客戶目標各不相同,而且缺乏經審計的數據,投資組合業績不是一個標準。《福布斯》和《搖滾樂》都沒有收取排行榜的費用。

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

(有關完整榜單和更多資訊,請訪問;顧問可以在以下網址完成對即將到來的排名的調查。)

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

媒體聯繫人
約翰·米特納赫特
首席營銷官
Focus Financial Partners
電話:+1-646-576-6586
郵箱:jmittnacht@afuspartners.com

SOURCE: Focus Financial Partners Inc.

資料來源:分眾金融合作夥伴公司


View source version on accesswire.com:
在Accesswire.com上查看源代碼版本:

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
    搶先評論