Cary Street Partners Named to Forbes Second Annual Top RIA Firms List
Cary Street Partners has been named to Forbes/Shook Top RIA Firms list. The second annual Forbes/Shook Top RIA list has 250 advisory firms with cumulative assets of more than $1.1 trillion.
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. For more information on the methodology, click here.
Forbe’s America’s Top RIA Firms 2023 (Received October 2023 for the year 2022)