Smith Anglin is proud to announce our recognition by Forbes Magazine in their ranking of America’s Top Registered Investment Advisory (RIA) Firms for 2023

Smith Anglin is proud to announce our recognition by Forbes Magazine in their ranking of America’s Top Registered Investment Advisory (RIA) Firms for 2023.

Did you know there are over 15,000 Registered Investment Advisory Firms (RIAs) in the United States? To be named as one of the Forbes’ Top RIA Firms isnt’ just an award – it’s a reflection of the trust and success we share with our clients. At Smith Anglin, we recognize that wealth isn’t just about making money; it’s about growing, preserving, and passing on that prosperity to secure our clients’ future, and this award is a testament to those values.

“We are thrilled to be recognized by Forbes for the outstanding work the Smith Anglin team has been delivering to clients for over twenty years.  Having a dedicated group of true professionals who work diligently every day to instill peace of mind for our clients through comprehensive financial planning, investment management, and our proprietary standard of care is what earns us this recognition. We pride ourselves on partnering with our clients to help them achieve their goals. Our team has never been stronger, and this acknowledgment is further proof that we are delivering for our clients.” – Steve Anglin, Partner

Many factors are considered for this recognition, including the amount of assets under management, experience in the industry, company leadership and culture, and dedication to serving clients.

Additionally, RIAs are unique in their fiduciary duty to clients, which places the client’s needs above profit margins. For us, being a fiduciary means we are not just bound legally and ethically to help the client any way we can, we are on the same team.  This is exemplified by our standard of care and commitment to outstanding customer service, which places our clients first. Going beyond the call and helping people who need financial help is engrained in our culture. It’s as simple as getting to know the client, listening to their goals, understanding their needs, and then providing valuable counsel, recommendations, and expertise.

More About Forbes Top RIA Firms Ranking
The Forbes ranking of America’s Top RIA Firms for 2023, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those encompassing best practices and approach to working with clients. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The full methodology can be found here.