We are pleased to share news of our continued inclusion on Forbes’ Top RIA Firms ranking.
Forbes and SHOOK Research announced the 2023 Top RIA Firms on October 10th, and once again, Bridgeworth Wealth Management made the list falling within the top 105. The Forbes/Shook Top RIA list includes 250 advisory firms with more than $1.1 trillion in cumulative assets. Forbes stated, “All of the RIAs on Forbes’ list have strong pedigrees when it comes to providing a steady hand for clients and preserving their wealth over the long term.”
Forbes is an influential outlet and it’s incredibly rewarding to be recognized. As we continue to grow, our focus remains on our clients, our team, and our values, and an honor like this is evidence of us prioritizing the right things.Bridgeworth CEO, DeLynn Zell
Forbes’ list was compiled by SHOOK Research, which uses quantitative and qualitative data to rank firms, including telephone, virtual, and in-person due diligence interviews. Their algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and best practices and approaches to working with clients.
Bridgeworth is recognized as an industry leader as evidenced by our inclusion on several national and state rankings, including Forbes’ Top Women Wealth Advisors and Best-In-State Advisors1, Citywire’s 50 Growers Across America2 – America’s fastest growing RIA firms, and InvestmentNews’ Best Places to Work for Financial Advisors – ranked #1 in the country in 2023 and 2021.3
Bridgeworth Wealth Management is a Registered Investment Adviser.
SHOOK is completely independent and objective and does not receive compensation in exchange for placement on its rankings.
1Forbes Top Women Wealth Advisors, 2022, honored DeLynn Zell and Jenny Sneed, and Forbes Best-In-State Wealth Advisors, 2023, honored DeLynn Zell, Brian Hinson, and Wayne Harrison. SHOOK Research developed both lists from results compiled through qualitative and quantitative criteria, interviews, compliance records, revenue, and AUM. Investment performance is not a criterion.
2Citywire 50 Growers Across America, 2022. This list was compiled using publicly reported numbers from RIA firms, not money managers. There was no cost or fees associated.
3InvestmentNews Best Places to Work, 2019-2023. Employees participated in option and anonymous online surveys. Honorees were ranked solely on their survey results. There was no cost or fees associated.