Forbes and SHOOK Research recently unveiled the inaugural ranking of America’s Top RIA Firms, a new award that recognizes the top 100 Registered Investment Advisors in the United States. Obermeyer Wood was ranked #21 in the country and the only firm in Colorado to rank in the top 50.
The Forbes ranking of America’s Top RIA firms, developed by SHOOK Research, uses interviews and questionnaires to glean quantitative and qualitative data used to rank firms. RJ Shook, founder and president of SHOOK Research, said that the fiduciary aspect of RIAs, and their advisors’ intense focus on putting clients’ interests over their own, made meeting the firms represented on the list paramount.
“When we meet with these independent firms, we take a close look at leadership and the senior principals since they tend to dictate every client’s experience. When we meet with a firm or an advisor for a due diligence meeting, we are always thinking to ourselves, ‘Would we recommend this firm (or individual) to a friend or family member?’” Shook said. “Quality is always first; if we’re going to include a firm (or advisor) in our rankings, we have to make sure everyone is of the highest quality.”
“Our team is excited to be recognized by Forbes and SHOOK Research for this prestigious new award,” said Wally Obermeyer, Obermeyer Wood’s president and cofounder. “To be honored as one of the nation’s top RIA firms is a true reflection of our firm’s intense focus on work on behalf of our clients, many of whom we have worked with for over a decade. This award represents the hard work that we do here to help our clients preserve and grow their respective wealth through a variety of market environments. We are grateful for the enormous trust our clients place in us to assist them with achieving their long-term goals through personalized advice and planning, and time-tested investing strategy.”
As always, we want to thank our clients for their continued trust and partnership, without which awards like this would not be possible.
To view the complete rankings, visit Forbes’ website by clicking here.