Forum Reaches Milestone of $10 Billion in Client Assets

For more than 20 years, Forum Financial Management has been helping clients achieve their financial dreams. In 2025, Forum crossed $10 billion in client assets.¹

At Forum, clients are at the center of every plan. As we commemorate this milestone, we want to thank our clients for their trust and confidence in us. Forum works with more than 5,000 clients across the country, and we are honored to be part of each person’s journey.

We want to recognize the incredible commitment of our Forum advisors and associates as they support clients in the pursuit of their most important financial goals. One of the reasons Forum has steadfastly remained a 100% advisor-owned partnership is that every employee knows who we serve: the clients of our advisors. Not private equity. Not a public company’s earnings report. Just our clients.

Forum’s evidence-based investment philosophy is built on decades of academic research and real-world results. This approach fortifies us during difficult markets and reinforces the advice we give our clients: stick to your plan through market cycles. We have also evolved to offer more than just investing, expanding to serve as financial planners across our clients’ financial lives.

Looking forward, there is an opportunity to help new investors discover the peace of mind that comes with financial confidence. While markets may be unpredictable, one thing is certain: Forum will continue to support clients and their families, guided by our mission to empower people to reimagine and achieve what is possible.