Forbes recently released their rankings for America's Top Registered Investment Advisory (RIA) Firms for 2023. Baron Silver Stevens Financial Advisors was amongst those few who achieved this distinguished honor.
BOCA RATON, Fla., Nov. 16, 2023 /PRNewswire-PRWeb/ -- Forbes recently released their rankings for America's Top Registered Investment Advisory (RIA) Firms for 2023, spotlighting 250 advisory firms nationwide. Assembled by SHOOK Research, Forbes' Top RIA rankings list serves to highlight the country's firms with "strong pedigrees when it comes to providing a steady hand for clients and preserving their wealth over the long term". Baron Silver Stevens Financial Advisors was amongst those few who achieved this distinguished honor.
According to Forbes, the methodology in compiling the list was strategic and thorough. Noting that the list was "based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data." The algorithm was utilized to determine the nation's top RIA firms by weighing factors such as:
- Revenue trends
- Assets under management
- Compliance records
- Industry experience
- Best practices in regards to client approach
Baron Silver Stevens Financial Advisors, LLC ranked 175 on this esteemed list. Based in Boca Raton, the boutique financial planning and wealth management firm is dedicated to their clients, not corporate agendas. Every one of the team members is handpicked, compassionate, highly skilled, and committed to their clients' long-term success. Baron Silver Stevens Financial Advisors, LLC is rooted in professional knowledge, integrity, personalized service, and a determination to be the Wall Street alternative. For more information about the firm, please visit https://bssfa.com/.
Media Contact
Baron, Silver, Stevens Financial Advisors, Baron, Silver, Stevens Financial Advisors, (561) 447-1997, [email protected], https://bssfa.com/
SOURCE Baron, Silver, Stevens Financial Advisors
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