Forum Financial Management, LP has been named as one of Barron’s 2021 Top 100 RIA Firms. This year, Barron’s rankings formula for the Top 100 RIA Firms counted several metrics including firm assets, staff diversity and technology spending, considering qualitative and quantitative attributes when assessing each firm.
Forum ranked among the top 50 firms appearing at #44 in 2021, moving up the list of Barron’s 2021 Top 100 RIA Firms from last year’s position at #65.
Co-Managing Partner Jonathan Rogers said, “We are committed to empowering our clients and advisors to reimagine what is possible in their financial and professional lives. We work hard every day at Forum to enable our clients and advisors to be successful, and I view recognition like this as a byproduct of that hard work.”
In July, Forum appeared on the 2021 Financial Advisor RIA Ranking. Forum ranked #77 of 321 firms to appear on the Financial Advisor list in the asset category of $1 billion and over.
Forum advisors serve clients from 37 offices around the country including offices in California, Colorado, Florida, Illinois, New York, Texas, Utah and Virginia. Forum Financial Management has more than $6.6 billion of assets managed or serviced (as of June 2021).
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.