Forum Appears in the Top 100 on the 2024 Financial Advisor RIA Ranking
Forum Financial Management, LP appears in the Top 100 on the 2024 Financial Advisor RIA Ranking. Forum ranked 54 of the 278 firms appearing on the list in the asset category of $1 billion and over.
The Financial Advisor survey considers several factors including growth in firm assets, number of clients and total assets in 2023 when determining RIA ranking. Previously ranked 64, Forum has had consecutive appearances on the list in this asset category.
Juan Ros, who recently joined the Forum partner group, shared his thoughts on Forum’s growth since joining Forum as a financial advisor in 2018. He said, “I attribute Forum’s success to the exceptional people across the firm — our partners, advisors, management team and staff — and to our ability to convey the trust and confidence that clients seek in an advisory firm. When a potential client meets with a Forum advisor, our firm shines in that we demonstrate empathy, understanding and competence in how we advise clients to make smart decisions about their money.”
Forum Co-Managing Partner Jonathan Rogers said, “Forum is a partnership of advisors who serve clients as trusted, fiduciary advisors. We are proud to have grown and honored to have helped many clients reimagine what is possible!”
Having worked alongside Juan for several years, Forum Partner Chris Lamia commented, “While it’s nice to be recognized, I think our true success lies in the deep relationships we build with our clients on an individual level.”
Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Forum is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Forum did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Forum by any of its clients. FA’s RIA Rankings: For 2024, July/August 2024 Issue is using 2023 data.
