We are proud to share that Withum Wealth Management has once again been named to Forbes and SHOOK Research’s list of America’s Top RIA Firms for 2025!
With more than 50,000 nominations reviewed and 30,000 interviews conducted, Withum Wealth is honored to be among the top 250 firms in the country. This recognition reflects our continued commitment to putting clients first, delivering transparent and objective advice, and helping families and businesses plan with confidence for the future.
For more details on the methodology and to view the full list, visit: Forbes Top RIA Firms 2025 List: Top Registered Investment Advisors
Please Note: Awards, rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.
Data provided by SHOOK® Research, LLC — Data as of 3/31/25. Source: Forbes.com (October, 2025). Forbes America’s Top RIA Firm's ranking was developed by SHOOK Research. RIA Firm refers to those that are registered directly through the SEC as a registered investment advisor, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
