Forum Named to Barron’s 2024 Top 100 RIA Firms
Forum Financial Management, LP has been named as one of Barron’s 2024 Top 100 RIA Firms. When selecting the Top 100 RIA Firms, the Barron’s rankings formula considers several metrics including firm assets and other qualitative and quantitative attributes.
This year, Forum ranked among the top 100 firms appearing at #60 in 2024.
Forum Partner Jennifer Cray commented, “At Forum, our clients get the personalized service typically found in boutique firms, delivered by Forum’s local, independent-minded financial advisors. This allows us to tailor the experience to each client’s unique needs, all while benefiting from the support and resources of a larger organization.”
Forum Partner Rob Methven shared his thoughts on Forum’s ranking: “We are very pleased to see Forum named again this year. This recognition is the result of all Forum advisors and associates working with clients to help them achieve their goals. In the past year, we have continued to make improvements in technology, training and processes to simplify the day to day for our advisors and bring more value to clients. I am especially excited about the number of younger advisors, 35 and under, joining Forum either out of school or as early career changers, something that speaks to a strong platform for future growth in our firm.”
Jennifer said, “Whether addressing immediate practical financial issues today, or engaging in big-picture discussions about goals, wants and dreams, we roll up our sleeves and work side by side with our clients. The result is long-lasting relationships built on trust, which our clients depend on to get their financial lives in order today and to build a plan for the future.”
In July, Forum appeared on the 2024 Financial Advisor RIA Ranking. Forum ranked #54 of 278 firms to appear on the Financial Advisor list in the asset category of $1 billion and over.
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. Barron’s collected and tabulated the 2024 Top 100 RIA Firms Rankings for September 2024 using data from June 30, 2024.
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