Zuckerman Investment Group Named a Forbes 2024 Top RIA Firm in America
Zuckerman Investment Group is excited to announce its recognition in the Forbes 2024 Top RIA Firms in America ranking. Our firm secured the 173rd ranking among a list of 250 awardees, selected from a competitive and substantial applicant pool. This marks the second consecutive year Zuckerman Investment Group has been named as a Forbes Top RIA Firm in America, rising in ranks from our previous 177th ranking in 2023.
This award recognizes RIAs that have “strong track records when it comes to stewarding client wealth and preserving it for the long term” [Forbes].
Daniel Zuckerman, President & CEO of Zuckerman Investment Group, commented on the award: “We are honored and grateful to be recognized by Forbes as a Top RIA Firm in America for the second consecutive year. This award captures our unique approach to building long-term, trusting relationships with our clients.”
At the foundation of our success are loyal clientele, a dedicated advisory team, and an unwavering commitment to delivering the highest caliber of client service. These factors drove our Forbes recognition as a leading RIA firm in America for 2024.
For more information about Zuckerman Investment Group, please visit our website here.
Methodology for Forbes 2024 Top RIA Firms in America Ranking
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. For more information regarding methodology, click here.