Forum Financial Management, LP appears in the Top 100 on the 2021 Financial Advisor RIA Ranking. Forum ranked 77 of the 321 firms appearing on the list in the asset category of $1 billion and over.
The Financial Advisor survey looked at several factors to assemble the list including growth in firm assets, number of clients and total assets in 2020. Last year, Forum ranked 80 with consecutive appearances on the list in this asset category.
At the end of 2020, Forum reached a milestone by surpassing $5 billion in assets managed or serviced. Jonathan Rogers, Forum co-managing partner, commented that Forum’s growth throughout the pandemic is the result of Forum’s model to empower each client.
He said, “We have built an exceptionally talented group of advisors who serve families and individuals across all stages of their lives. Our role is to care for clients and come up with innovative solutions. We are proud to have grown and honored to have helped so many clients reimagine what is possible.”
Marie Stark, who joined the Forum partner group in January, agrees that Forum’s sincere commitment to one of its core principles –– improving the lives of our diverse clients, advisors and associates ––fosters an environment where all members of our firm have an opportunity to thrive. She said, “Our inclusive and collaborative culture values diversity and encourages innovation, all with our central purpose to build and maintain deep and meaningful client relationships.”
Considering Forum’s milestone growth over the past year, Norbert Mindel, Forum partner and co-founder, said, “This is a validation of our strategy of creating a national RIA firm owned solely by advisors, while achieving rapid growth and scalability without the need for third-party capital. We are committed to staying independent, and we believe this is in the best interest of our clients and employees.”
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor.
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