Zuckerman Investment Group Named a Forbes 2025 Top RIA Firm in America
Zuckerman Investment Group is proud to announce its recognition as a Forbes 2025 Top RIA Firm in America. Our firm ranked #159 among 250 other awardees. For the third consecutive year, Zuckerman Investment Group has been recognized as a Forbes Top RIA Firm in America, rising in ranks from #173 in 2024 and #177 in 2023.
The Forbes Top RIA Firms in America ranking recognizes firms with a proven track record of safeguarding and growing client wealth. “Quality is always first; if we’re going to include a firm (or advisor) on our rankings, we have to make sure everyone is of the highest quality” [Forbes].
Daniel Zuckerman, President & CEO of Zuckerman Investment Group, commented on the award: “Being named a top RIA firm by Forbes for the third straight year highlights our commitment to manage our clients’ wealth across generations”.
The success of Zuckerman Investment Group is rooted in long-term relationships, an advisory team with seasoned expertise, and a commitment to investment excellence and high-quality client service. Zuckerman Investment Group’s best practices and approach to working with clients have led to its recognition as a leading RIA in America.
For more information about Zuckerman Investment Group, please visit our website [here].
Methodology for Forbes 2025 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].