FourThought Private Wealth has made the list of America’s Top RIA Firms for Forbes/Shook

by | Nov 30, 2023

SARASOTA COUNTY, FL–FourThought Private Wealth has been named to the list of 250 America’s Top RIA Firm for Forbes/Shook. The list can be found at: https://www.forbes.com/lists/top-ria-firms/?sh=7bb3cbf53cd5.

The second annual Forbes/Shook Top RIA list is compiled of 250 advisory firms with cumulative assets of over $1.1 trillion. FourThought is ranked number 165. According to Forbes, its rankings of the Top RIA Firms, developed by SHOOK Research, is based on factors such as revenue trends, assets under management, industry experience, and approach to working with their clients. Registered investment advisory (RIA) firms are held to the higher standard of the fiduciary principle which requires them to always act in the client’s best interest.

Forbes/Shook’s focus on quality skews its recommendations towards firms where they can thoroughly understand how each client is treated. They measure aspects like processes inherent in each client relationship, the team’s purpose, and the underlying culture they see throughout all levels of employees. Forbes/SHOOK closely examines the senior principles’ leadership since they tend to dictate every client’s experience.

“We focus on helping our clients make better decisions and live with less stress. This recognition is affirmation for our entire team and community that focusing on others is always the way to go!”, said Scott Pinkerton, Managing Partner of FourThought.

“We are deeply honored to have achieved the distinction of being included in Forbes/Shook’s prestigious list of the Top 250 RIA Firms. At the core of our success lies an unwavering dedication to providing exceptional financial guidance,” says COO, Donna Guinta.

FourThought Private Wealth is owned by FourThought Financial, LLC (FFLLC) is an SEC-registered investment advisor. For information pertaining to FFLLC please contact FourThought Private Wealth or refer to the SEC’s website,www.adviserinfo.sec.gov. This presentation is provided for informational purposes, not as personal investment advice. This presentation may contain certain forward-looking statements which indicate future possibilities. Any hypothetical example is intended for illustrative purposes only and does not represent an actual client or an actual client’s experience, but rather is meant to provide an example of the process and the methodology. Any reference to a market index is included for illustrative purposes. It should not be assumed that your account performance will correspond directly to any benchmark index. There is no guarantee views and opinions expressed herein will come to pass. Past performance is no guarantee of future results.