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Jan 8, 2025 | 
advfn.com | Jay Scott
Badgley Phelps Wealth Managers has appointed Tim Thomas,CFA® as the firm’s next Chief Investment Officer,succeeding Steve Phelps, CFA®, CIC. In January 2024,Phelps transitioned from his role as CEO after 25 years. He willremain a wealth manager and research analyst with the firm,focusing on building client relationships. In 2008, Thomas brought a wealth of knowledge to the firm whenhe joined as an investment manager.
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Nov 25, 2024 | 
morningstar.com | Jay Scott
BETHESDA, MD, Nov. 25, 2024 (GLOBE NEWSWIRE) -- XML Financial Group (“XML”), an independent wealth and investment management firm with offices in Maryland, Virginia, Pennsylvania, and Colorado, is pleased to announce that it has been included in Newsweek’s prestigious list of America’s Top Financial Advisory Firms 2025.
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Oct 29, 2024 | 
mx.advfn.com | Jay Scott
MONECO Advisors, LLC announces its inclusion in the Forbes'America's Top RIA Firms 2024 ranking. Dedicated to drivingconscious growth, the firm’s Managing Partner, Charlie Rocco,JD/MBA, CFP®, CIMA® comments that: “While others may chase WallStreet profits, we find fulfillment in developing clientrelationships and providing financial plans that help our clientspursue their milestones and goals.
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Oct 11, 2024 | 
morningstar.com | Jay Scott
West Hartford, CT, Oct. 11, 2024 (GLOBE NEWSWIRE) -- GYL Financial Synergies ("GYL"), an independent registered investment advisory firm with offices in Connecticut, New Jersey, New York, and Pennsylvania, is pleased to announce it has been recognized in the Forbes/SHOOK America's Top RIA Firms list for 2024.
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Oct 10, 2024 | 
morningstar.com | Jay Scott
INDEPENDENCE, Ohio, Oct. 10, 2024 (GLOBE NEWSWIRE) -- Fairway Wealth Management, an independent, fee-only fiduciary advisory firm, is pleased to announce it is ranked No. 148 on the 2024 Forbes Top RIA Firms list. This is the firm’s second consecutive year on this list. The annual Forbes/SHOOK Top RIA list highlights the top 250 advisory firms that have a proven history in managing and preserving client wealth long-term.
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Oct 10, 2024 | 
streetinsider.com | Jay Scott
1. ZM2. COST3. PFE4. SPY5. ETWO6. AMZN7. DAL8. ILMN9. BA10. TXG Tweet Share E-mail0 sharesSAN FRANCISCO, Oct. 10, 2024 (GLOBE NEWSWIRE) -- Adero Partners, a multifaceted wealth management firm, is named to the Forbes/SHOOK 2024 List of Top RIAs in the U.S. The list ranks the top 250 registered investment advisors (RIAs) acknowledged for their client relations, team purpose, and strong culture.
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Oct 10, 2024 | 
mx.advfn.com | Jay Scott
Crestwood Advisors (“Crestwood”), a boutique investment advisoryand wealth management firm based in Boston with offices inConnecticut and Rhode Island, is pleased to announce it has beennamed to the annual Forbes/SHOOK America's Top RIA Firms list for2024. The firm climbed 17 spots this year, ranking No. 59, up fromNo. 76 in 2023. “We are incredibly proud to be included once again in such aprestigious Forbes ranking of this competitive industry,” saidCrestwood CEO/Managing Partner Michael Eckton.
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Oct 9, 2024 | 
morningstar.com | Jay Scott
NEW YORK, Oct. 09, 2024 (GLOBE NEWSWIRE) -- Williams Jones Wealth Management, LLC, an SEC-registered investment adviser and wealth management firm with offices in New York City and Palm Beach, Florida, has been named as one of Forbes 2024 Top RIA Firms. The Forbes ranking of America’s Top RIA Firms aims to highlight the nation's best financial advisors and is intended to help investors choose the right financial advisor. Williams Jones is ranked No. 73 out of the 250 Firms ranked by Forbes.
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Oct 9, 2024 | 
streetinsider.com | Jay Scott
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Oct 9, 2024 | 
morningstar.com | Jay Scott
BETHESDA, MD, Oct. 09, 2024 (GLOBE NEWSWIRE) -- XML Financial Group (“XML”), an independent wealth and investment management firm with offices in Maryland, Virginia, Pennsylvania, and Colorado, is pleased to announce the firm has been named to the Forbes/SHOOK America's Top RIA Firms list for 2024, ranking at No. 109. “We are incredibly proud to be recognized by Forbes and SHOOK as one of the top RIA firms in the country for another year,” said Brett Bernstein, CEO and Co-founder of XML.
