We’re thrilled to announce that NewEdge Capital Group has earned the No. 14 spot on Forbes/Shook Research America’s Top RIA Firms list. In our third year of eligibility, we’re honored to be considered among the other leaders of our industry.
Forbes/Shook rankings were awarded in October 2024 based on data from 3/31/23-3/31/24. Shook Research collects data for Forbes’ America’s Top RIA Firms list. The research firm uses an algorithm of qualitative criteria complied through due diligence interviews and quantitative data. Revenue trends, assets under management (AUM), compliance records, industry experience, and client approach are considered as part of the calculation, however, portfolio performance is not a ranking factor.
