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
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.
紐約州紐約/ACCESSWIRE/2023 年 10 月 19 日/信託财富管理公司的領先合夥企業 Focus Financial Partners Inc.(“Focus”)今天宣佈,其33家合作伙伴公司入選《福布斯/舒克》2023年美國最佳RIA公司名單。該清單基於SHOOK Research進行的一項全國調查,包括定性和定量因素,例如對受審查公司的電話和麪對面訪談。
In alphabetical order, these firms are:
按字母順序排列,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 合作伙伴
- Badgley Phelps 财富管理公司
- 巴特利特财富管理
- 波爾多財富顧問
- 白金漢戰略財富
- Cassaday & Company
- Connectus 財富顧問
- 克雷斯特伍德顧問集團
- 道格拉斯·萊恩律師事務所
- 邊緣資本集團
- Fairway 财富管理
- 皮特堡資本集團
- 四思私人財富
- 格拉圖斯資本
- GW & Wade
- GYL 財務協同效應
- HoyleCohen 财富管理
- ICON 財富合作伙伴
- 喬爾·艾薩克森公司
- 科維茨投資集團合作伙伴
- 湖街顧問集團
- LVW 顧問
- 梅里曼财富管理
- Quadrant 私人财富管理
- 四季諮詢财富管理
- 戰略財富合作伙伴集團
- 峯會金融財富顧問
- 泰勒姆斯資本
- 投資組合策略組
- 改變財富
- Ullmann 財富合作伙伴
- 瓦德爾及同事
- XML 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家合作伙伴公司再次入選福布斯/舒克美國頂級RIA公司名單,其中Focus的合作伙伴公司佔該榜單前100名的近20%。”“這一成就證明了他們創業企業的韌性和卓越性。我們向這些公司、他們的敬業顧問和辛勤工作的員工表示最熱烈的祝賀,他們致力於提供卓越的客戶服務,使這一認可成爲可能。通過我們的一系列增值計劃和成長資本,我們將繼續支持他們在該行業的進一步增長和成功。”
About Focus Financial Partners Inc.
關於焦點金融合夥人公司
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. 是一家由獨立信託财富管理公司組成的領先合夥企業。Focus爲其合作伙伴公司提供最佳實踐、資源和持續性規劃,這些公司爲個人、家庭、僱主和機構提供全面的财富管理服務。Focus合作伙伴公司保持運營獨立性,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。有關 Focus 的更多信息,請訪問 focusfinancialPartners.com。
About the Forbes/SHOOK 2023 List of Top 100 RIA Firms
關於《福布斯/SHOOK 2023 年 RIA 公司 100 強》名單
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》美國頂級RIA公司排名基於定性標準算法,該算法主要通過電話、虛擬和麪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、管理資產、合規記錄、行業經驗等因素,以及包含最佳實踐和與客戶合作方法的因素。由於客戶目標不同且缺乏經審計的數據,投資組合表現不是標準。福布斯和SHOOK都不收取任何費用來換取排名。
(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,請訪問;顧問可以在此處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
焦點金融合作夥伴
P: +1-646-576-6586
jmittnacht@focuspartners.com
SOURCE: Focus Financial Partners Inc.
來源:焦點金融合夥人公司
譯文內容由第三人軟體翻譯。