AUSTIN, TX – October 2, 2025
We are proud to announce that Venturi Private Wealth has been recognized on Forbes Top RIA Firms 2025. This national recognition reflects our firm’s ongoing dedication to delivering exceptional financial guidance and bespoke wealth management strategies to high-net-worth individuals and families.
The Forbes ranking of America’s Top RIA Firms, 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 that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Russ Norwood, Co-Founder & CEO of Venturi Private Wealth, shared his thoughts on the achievement:
“Being named to Forbes list is an incredible honor and a reflection of the trust our clients place in us every day. At Venturi, we focus on building lasting relationships and providing thoughtful, independent advice that empowers our clients to make confident decisions about their wealth. This recognition reaffirms the value of that commitment.”
To view the full list of Forbes Top RIA Firms and learn more about the methodology, click 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.