Forum Appears in the Top 100 on the 2025 Financial Advisor RIA Ranking
Forum Financial Management, LP appears in the Top 100 on the 2025 Financial Advisor RIA Ranking. Forum ranked 63 of the 252 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 2024 when determining RIA ranking.
As one of the newest Forum partners, Jeff Doblin shared his view on Forum’s growth. Jeff commented, “Since joining Forum in 2017, I have been proud to be part of a growth-oriented firm that prioritizes innovation, client service, and collaboration among advisors, partners, and leadership.”
Forum Co-Managing Partner, Nirav Batavia shared his perspective. Batavia said, “This recognition reflects something deeper than just growth — it’s a testament to the trust our clients place in us and the enduring strength of the service our advisors provide to our clients and their families across generations. We’re honored to be included, but even more grateful for the relationships that made it possible.”
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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 FA’s RIA Rankings information below). 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.
FA’s RIA Rankings: FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA’s survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2024, to be included in the print edition of Financial Advisor magazine’s 2025 RIA survey. Firms with under $500 million will be included in FA’s expanded 2025 online RIA survey. To be included in the published survey, firms must complete and submit a survey on their firm’s behalf. For more information on the methodology please click here.
