Pure Financial Advisors is proud to be named a 2024 Forbes Top RIA Firms. Pure Financial placed #162 out of 250 firms included in the ranking. The list recognizes top independent RIA firms from across the U.S.
Click here to read the full article.
“As investors navigate the fraught market landscape, they turn to registered investment advisory (RIA) firms, which are legally bound by a fiduciary standard to work in a client’s best interest rather than for the highest commissions. The third annual Forbes/Shook Top RIA list highlights firms that have strong track records when it comes to stewarding client wealth and preserving it for the long term.” -Forbes/SHOOK Research
SHOOK received more than 46,200 nominations, having met a minimum set of criteria. Applicants were then ranked on four factors: basic requirements, quantitative and qualitative metrics, and compliance rankings.
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.
Click to learn more about Forbes’ methodology.
Awards or inclusion on ranking lists are not indicative of future performance or representative of any one client’s experience. No compensation was paid for inclusion on this list.
