Zuckerman Investment Group named on Forbes Top RIA Firms in America ranking for 2023
Zuckerman Investment Group is thrilled to announce its inclusion in Forbes Top RIA Firms in America ranking for 2023! Our firm has achieved the #177 spot out of the top 250 awardees, selected from an extensive pool of thousands of applicants.
This award recognizes RIAs that have “strong pedigrees when it comes to providing a steady hand for clients and preserving their wealth over the long term” (Forbes).
Daniel Zuckerman, President & CEO of Zuckerman Investment Group, commented on the award: “We are honored to have earned this distinction as a Top RIA Firm in America by Forbes. This award stands as a testament to our unique approach, focusing on fostering strong and trusting relationships with our valued clients.”
The foundation of our success lies in our loyal client base, our dedicated advisory team, and our unwavering commitment to delivering top-tier client service. It is these factors that have been integral in propelling us into the ranks of Forbes Top RIA Firms in America.
For more information about Zuckerman Investment Group, please visit our website here.
Methodology for Forbes America’s 2023 Top RIA List
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 methodology information, please click here.
About Zuckerman Investment Group
Zuckerman Investment Group is a boutique investment management firm located in Chicago, IL, that specializes in providing financial counseling and customized investment portfolios to multi-generational families, business owners, and young professionals.