Forum Named to Barron’s 2025 Top 100 RIA Firms
Forum Financial Management, LP has been named as one of Barron’s 2025 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 #70 in 2025.
Forum Partner, David McClellan, commented on Forum’s growth, “Forum is a 100% advisor-owned firm, and we’ve achieved strong organic growth by enabling our financial advisors through industry-leading technology and implementation of a consistent investment philosophy. This approach drives advisor efficiency, allowing them to serve more clients with fiduciary financial advice and planning. Our business model aligns the interests of clients, their advisors, and the firm. We look forward to continued organic growth and empowering the next generation of successful advisors.”
Forum Co-Managing Partner, Jonathan Rogers, shared his perspective. Rogers commented, “We offer, what I believe to be, the best operational platform out there for financial planners who use Dimensional Fund Advisors to own and grow their practices. The operational team and community of advisors is second to none, and I’m proud to be a part of it.”
In July, Forum appeared on the 2025 Financial Advisor RIA Ranking. Forum ranked #63 of 252 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 2025 Top 100 RIA Firms Rankings for September 2025 using data from June 30, 2025.
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