Pure Financial Advisors is proud to be recognized as one of Forbes’ Top RIA Firms for 2025, ranking #149 out of 250 firms nationwide which is a 13-spot climb from last year. Now in its fourth year, the Forbes | SHOOK Top RIA list features 250 firms collectively managing more than $1.9 trillion in assets.
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“When we meet with these independent firms, we take a close look at leadership and the senior principals since they tend to dictate every client’s experience. When we meet with a firm or an advisor for a due diligence meeting, we are always thinking to ourselves, ‘Would we recommend this firm (or individual) to a friend or family member?’ Quality is always first; if we’re going to include a firm (or advisor) on our rankings, we have to make sure everyone is of the highest quality.” -Forbes/SHOOK Research
SHOOK received more than 50,063 nominations, (having met a minimum set of criteria), 28,522 invitations to complete the survey, and 33,024 total interviews. 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. In 2025 Pure was ranked 149 out of 250 firms. No compensation was paid for inclusion on this list.
