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We are humbled to announce that we have been named to the inaugural Forbes/Shook Top RIA list for 2022. We achieved a ranking of #34 out of 100.
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While we are honored to be recognized, our true reward is the satisfaction we get in taking care of our clients and serving our community, and we would like to take this opportunity to thank all of our clients and supporters who allow us to serve them and take care of their families and institutions.
We would also like to say thank you to our talented team for your dedication to exceeding expectations and our culture of teamwork, thought leadership, and high touch engagement that provides the attention and thought clients deserve. Upon hearing the news of making the list partner Bert Rayle said, “It is truly an honor to make such a prestigious list as I know SHOOK does a deep dive on all nominated firms and takes their rankings seriously.”
Without you, there would be no Edge Capital Group.
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The Forbes’ list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank member firms. “All are helmed by professionals who have decades of experience, not to mention proven track records of seeing clients through market turmoil and preserving their wealth.” (https://www.forbes.com/lists/top-ria-firms/?sh=eae19883cd5b). Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. No fees or other considerations were required of those Registered Investment Advisors that applied for the ranking. During the selection process, they received 36,535 nominations for RIAs who met their initial criteria. From there they invited 21,116 to complete their on-line survey, conducted 15,342 phone interviews and conducted over 4,000 in-person and virtual interviews before selecting the top 100 firms.
Partners and Senior Financial Advisors Peek Garlington, Harry Jones, Elizabeth Mackie, Kendrick Mattox, Bert Rayle and Will Skeean have also previously been recognized by Forbes on individual ranking lists.
The Forbes 2022 Top RIA Firms list was published on October 25, 2022 by Forbes/SHOOK RESEARCH, and covers the period Jan. 1 – Dec. 31, 2021. SHOOK is completely independent and objective, and does not receive compensation in exchange for placement on its rankings. As the world’s only advisor research firm in the world with a specialty in quality. SHOOK performs deep due diligence as the basis for its rankings. For more information on SHOOK’s methodology, visit Shook/Forbes Award Methodology
