AUSTIN, TX - October 9, 2024
Venturi is delighted to announce its inclusion in Forbes’ 2024 list of the nation’s top RIA firms. This honor reflects our unwavering dedication to providing exceptional financial advisory services and maintaining the highest industry standards for our clients.
“Being recognized by Forbes as one of the country’s best RIAs is a true honor and testament to the contributions of all of our team members,” said Russ Norwood, Co-Founder & CEO.
Forbes’ ranking of America’s Top RIA Firms, curated by SHOOK Research, is based on a thorough algorithm encompassing both qualitative and quantitative criteria. This includes factors like revenue trends, assets under management, compliance records, industry experience, and client best practices. Note that portfolio performance is not considered due to the diverse objectives of clients and the absence of audited data.
As an independent, fee-only firm, Venturi Private Wealth is free from affiliations with any brokerage or insurance companies, ensuring that our guidance remains unbiased and transparent. We are committed to a comprehensive approach to wealth management that addresses every aspect of our clients’ financial lives.
Explore the complete list of award recipients and learn more about Forbes’ methodology here.
Ranking based on revenue trends, assets under management, compliance records, industry experience, and client service best practices. Venturi paid no fee to participate in these rankings.