We are humbled to announce that we have been named to the Forbes Top RIA Firms for 2023. We achieved an elevated ranking of #33 out of the top 250 RIA firms ranked.
While we are honored to be recognized, our true reward is the satisfaction of creating a positive impact in the lives of our clients and the communities we serve. Our culture is about teamwork, collaboration, development and always putting the client first.
On behalf of Edge Capital, we appreciate 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.
The Forbes Top RIA Firms 2023 list was published on October 10, 2023 by Forbes/SHOOK RESEARCH, and covers the period Jan. 1 – Dec. 31, 2022. SHOOK is completely independent and objective and does not receive compensation from the advisors, firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through various sources, such as conferences and research partners. Since every investor has unique needs, investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions for how to choose the right financial advisor and not indicative of future performance or representative of any one client’s experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results. During the selection process, they received 42,643 nominations for RIAs who met their initial criteria. From there they invited 23,100 to complete their on-line survey, conducted 18,417 in-person phone interviews and conducted 1,487 virtual interviews before selecting the top 250 firms. For more information, please see www.SHOOKresearch.com.