Forum Appears in the Top 100 on the 2026 Financial Advisor RIA Ranking
Forum Financial Management, LP appears in the Top 100 on the 2026 Financial Advisor RIA Ranking. Forum ranked 81 of the 360 firms appearing on the list in the asset category of $1 billion and over.
Financial Advisor’s RIA Survey ranks firms by year-end assets under management, based on voluntarily submitted, SEC-verified data.
Forum Co-Managing Partner, Jonathan Rogers shared his perspective. Rogers commented, “Forum’s success over the past year is a direct reflection of the strength of our partnership model. Advisors who own their business and put clients first will find a way to succeed.”
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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 $1 billion in assets under management as of December 31, 2025, to be included in the print edition of Financial Advisor magazine’s 2026 RIA survey. Firms with under $1 billion will be included in FA’s expanded 2026 online RIA survey.
