We are pleased to share news of our recent inclusion among the top 100 RIA firms in the country.
Forbes and SHOOK Research announced the 2022 Top RIA Firms on October 25th. This inaugural Forbes/Shook Top RIA list includes 100 advisory firms with cumulative assets of $730 billion. All are helmed by professionals with decades of experience, not to mention proven track records of seeing clients through market turmoil and preserving their wealth. 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 approach to working with clients.
“It’s incredibly rewarding to be recognized by an influential outlet like Forbes. 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
Bridgeworth is consistently recognized as an industry leader, as evidenced by our inclusion on the Forbes 2021 Top Women Wealth Advisors list and their 2022 Best-In-State Advisors list1. Other national accolades for which we are proud to be named include Financial Times’ Top 300 Registered Investment Advisors2, Entrepreneur Magazine’s Top Company Culture3, Citywire’s RIA Future 50 and 50 Growers Across America, America’s fastest growing RIA firms4, and InvestmentNews Best Places to Work for Financial Advisors.5
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, 2021, honored DeLynn Zell, and Forbes Best-In-State Wealth Advisors, 2022, honored 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.
2Financial Times Top 300, 2017-2020. Applicants were graded on six factors: AUM, AUM growth rate, years in business, industry credentials, online accessibility, and compliance records. There was no cost or fees associated.
3Entrepreneur Magazine’s Top Company Culture, 2018. Employees participated in optional and anonymous online surveys. Honorees were ranked solely on their survey feedback, and there was no participation cost or fees.
4Citywire Future 50, 2019. This list was compiled using publicly reported numbers from RIA firms, not money managers. There was no cost or fees associated. Citywire 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.
5InvestmentNews Best Places to Work, 2019-2022. Employees participated in option and anonymous online surveys. Honorees were ranked solely on their survey results. There was no cost or fees associated.