Forbes Names Cary Street Partners to Top RIA Firms 2025 List
Cary Street Partners has been named to Forbes’s fourth annual list of 2025 Top RIA Firms. Compiled by Forbes and SHOOK RESEARCH, this list highlights RIA firms with proven records of safeguarding and growing client wealth. Collectively, the 250 firms on this year’s ranking oversee more than $1.9 trillion in assets. The dedication and teamwork of our financial advisors and their support staff have been central to this recognition, ensuring clients receive the Highest Standard of guidance and care.
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. For more information on methodology, click here.
Forbes’ America’s Top RIA Firms 2025 (Received October 2025 for the year 2024)