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).
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.