Forum Financial Management, LP appears in the Top 100 on the 2022 Financial Advisor RIA Ranking. Forum ranked 69 of the 331 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 2021 when determining RIA ranking. Previously ranked 77, Forum has had consecutive appearances on the list in this asset category.
In early 2022, Forum launched its new website, forumfinancial.com. A departure from where Forum started, the new website and logo represent Forum’s legacy while acknowledging the organization’s growth and evolution.
Since 2021, Forum has added new talent from the partner group to the Backoffice team. Laura Norek, director of talent and organizational development, views having a strong associate development plan that includes goal setting and career pathing as essential to the health and success of an organization.
She commented, “Our goal is to strengthen our associates’ connection to Forum’s mission, vision and values through training, coaching and custom development plans. We believe that helping each person reach their full potential is what drives a successful organization.”
Recently named to the Forum partner group, David McClellan shared his perspective on Forum’s evolution since he joined as a financial advisor in 2015. McClellan said, “I initially joined Forum because of our people, our approach to investing and retirement planning, and our vision for serving clients. Those same factors remain true today. Forum continues to innovate and invest in people and in technology so our advisors can better meet the needs of our clients. I’m excited for the future of our firm and how we can help our clients.”
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