FourThought Private Wealth named to Forbes’ 2025 list of America’s Top RIA Firms, developed by SHOOK Research.
This recognition reflects our unwavering commitment to helping clients answer two essential questions: ‘Am I going to be okay?’ and ‘Do I have any blind spots?’ For more than five decades, FourThought has guided families, business owners, and institutions through life’s complexities with personalized financial planning, disciplined investment management, and
values-driven advice.
We are also proud to share that advisor Alex Herrington was named to the Forbes | SHOOK Research Top Next-Gen Wealth Advisors Best-In-State list. His recognition reflects both his individual dedication and the collective excellence of our team, reinforcing the culture of care, collaboration, and forward thinking that defines FourThought.
Being included among the nation’s top Registered Investment Advisors is both humbling and energizing. It reinforces the impact of the work we do every day, helping clients find confidence and clarity in an unpredictable world.
Celebrating a Year of Growth and Progress
This recognition comes at a time of continued momentum for FourThought. Over the past year, we have welcomed 50 new clients and expanded our reach across Florida’s Gulf Coast, including Venice, Sarasota, Tampa Bay, and Naples. Our team has grown to include six advisors and professionals dedicated to delivering high-touch, high-tech service to every client we serve.
We also continued to enhance our Signature Family Office Services and Institutional Consulting platforms, offering tailored strategies for enterprising families, nonprofits, and retirement plans that require sophisticated planning and governance solutions.
Our Resource Library and Coffee with FourThought series have also become trusted destinations for education, reflection, and timely market insights, helping clients stay informed and confident in their decision-making.
This achievement belongs to every member of our team, whose dedication, collaboration, and care make FourThought what it is today. From our advisors and client service specialists to our partners and research team, we share a common goal: to help our clients live with purpose,
generosity, and peace of mind.
As we celebrate this milestone, we remain focused on the future, continuing to innovate, deepen relationships, and refine our process for a new era of wealth management. Whether helping clients plan for retirement, educate the next generation, or shape their philanthropic legacy, our mission remains the same: to guide people toward financial freedom and lasting impact.
We are deeply grateful to our clients for their trust, to our team for their dedication, and to SHOOK Research and Forbes for this recognition.
Thank you for being part of our journey.
Disclosure:
FourThought Private Wealth is an investment advisory firm registered with the U.S. Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or expertise. FourThought Private Wealth is owned by FourThought Financial Partners, LLC, also an SEC-registered investment adviser.
This material is for informational purposes only and should not be considered personalized investment, tax, or legal advice. All investments involve risk, including possible loss of principal. Past performance does not guarantee future results.
Any testimonials reflect unique client experiences and may not be representative of all clients. No compensation was provided for testimonials. Awards and recognitions, including those from Forbes and SHOOK Research, were independently determined; however, FourThought paid a licensing fee to use the logos in marketing materials. Methodology: Forbes 2025.
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