Forum Financial Management, LP has been named as one of Barron’s 2023 Top 100 RIA Firms. When selecting the Top 100 RIA Firms, the Barron’s rankings formula considers several metrics including firm assets, staff diversity and other qualitative and quantitative attributes.
This year, Forum ranked among the top 100 firms appearing at #65 in 2023.
Forum Partner Daniel Drallmeier commented, “We’re pleased to have been named again this year. I see this as a testament to all the hard work being done at Forum, which continues to increase the value we provide to our clients. By growing with intention through technology implementations, new locations and hiring highly talented people throughout the organization, we have expanded our ability to make a positive impact on more lives for those seeking sound financial guidance.”
In July, Forum appeared on the 2023 Financial Advisor RIA Ranking. Forum ranked #64 of 308 firms to appear on the Financial Advisor list in the asset category of $1 billion and over.
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. Barron’s collected and tabulated the 2023 Top 100 RIA Firms Rankings for September 2023 using data from June 30, 2023.
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