Strategic Wealth Partners is pleased to announce its ranking on the Forbes/SHOOK America’s Top RIA Firms list for 2023. The ranking distinguishes the top 250 registered investment advisors (RIA) in the country.
“We are very proud to be included in this year’s ranking. Our firm is continuously growing and finding new ways to deliver value to our clients,” said Michael Karmin, SWP Principal and Wealth Advisor. Being on this list reflects our team’s hard work and trust our clients put in us each day. We are committed to managing the complexity of our clients’ lives and delivering simple, straightforward solutions each and every day.”
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.
The rankings were published October 10, 2023. Data compiled by SHOOK® Research, LLC based on time period from 3/31/22-3/31/23. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Strategic Wealth Partners did not pay a fee for placement on Forbes Rankings.
The full Forbes rankings and award methodology information are available here.
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