We are honored to announce that we have been ranked again as a Top RIA Firm in 2024.
Edge Capital is honored to be recognized in the third annual Forbes® | SHOOK Top RIA list and proud to have received an elevated ranking of #29 out of the top 250 RIA firms ranked.
On behalf of our firm, 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 mission of our clients is our mission. Our true reward is the satisfaction of creating a positive impact in the lives of our clients and the communities we serve.
Without you, there would not be an Edge Capital Group.
The Forbes® / SHOOK Top RIA Firms 2024 list was published on October 8, 2024 by Forbes®/ SHOOK Research, and includes data as of March 31, 2024. During the selection process, SHOOK received 46,212 nominations for RIAs who met their initial thresholds. Before selecting the top 250 RIA firms, SHOOK invited 25,103 to complete an on-line survey, conducted 21,417 telephone interviews, 5,246 in-person interviews, and 1,545 virtual interviews. 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.
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.
Edge Capital Group did not pay a fee for obtaining or marketing the awards listed above. neither Forbes® nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.
