Forum Financial Management, LP appears in the Top 100 on the 2023 Financial Advisor RIA Ranking. Forum ranked 64 of the 308 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 2022 when determining RIA ranking. Previously ranked 69, Forum has had consecutive appearances on the list in this asset category.
With Forum’s continued growth, Forum has welcomed new talent to our team. Forum Chief People Officer Laura Norek remarked on Forum’s growth and the addition of new advisors and associates across the country. Laura commented, “The credit for our growth is owed to the amazing talent that exists throughout our firm. Over the last few years, we have increased our focus on people development and talent acquisition, and I am excited to see how the team continues to evolve.”
Regarding Forum’s growth in the past year, Forum Co-Managing Partner Jonathan Rogers shared his perspective. He said, “The exceptional growth of our firm really comes from two sources. First, it comes from our existing clients who continue to have confidence in our advice and entrust us to grow their financial wealth. And secondly, it comes from our ongoing effort to find like-minded financial advisors who deliver personal financial planning backed by our evidence-based investment philosophy. We are honored by the trust placed in us by our clients, and we of course could not do it without our key strategic relationships with Dimensional Fund Advisors and the two primary custodians we utilize, Charles Schwab and Fidelity.”
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. Financial Advisor collected and tabulated the 2023 RIA Rankings for the July/August Issue using data for December 31, 2022.
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