We are proud to share that Litman Gregory Wealth Management has been named to Forbes’ America’s Top RIA Firms 2025 list, a recognition that reflects the trust our clients place in us and our dedication to guiding their wealth with a long-term perspective.
This year, SHOOK Research evaluated 50,063 advisory firms nationwide through a rigorous process combining quantitative metrics with qualitative assessments. The ranking highlights independent firms that have earned the confidence of clients seeking fiduciary advisors to steward their wealth responsibly. Evaluations consider client relationships, compliance, team structure, and adherence to best practices, ensuring the recognition is fully merit-based. From the firms considered, only 250 were selected, representing a group that collectively oversees more than $1.9 trillion in assets and exemplifies fiduciary excellence, transparency, and client focus.
For more than 35 years, Litman Gregory Wealth Management has built our reputation on offering a disciplined, research-driven approach to wealth management. Our fiduciary duty ensures that every decision begins and ends with what is in the best interest of our clients. Recognition from Forbes and SHOOK Research reaffirms our mission: delivering intellectually honest, responsible advice with an unparalleled client experience.
“Congratulations to the entire Litman Gregory wealth management team. This marks our third year in a row to receive this recognition and demonstrates our steadfast focus on providing excellence in all aspects of the client experience at LGWM.,” stated LGWM/iMGP CEO Jeff Seeley.
We are deeply grateful to our clients for their continued trust and to our team for their commitment to excellence. This recognition motivates us to keep improving, investing in our people and processes, and serving our clients with the integrity and care that has defined Litman Gregory Wealth Management for nearly four decades.
You can view the full Forbes list here.
Disclosure: Forbes’ America’s Top RIA Firms 2025 list (published October 2025) was developed by SHOOK Research and based on both quantitative and qualitative data, including assets under management, revenue, compliance records, client relationships, and best-practice criteria. 50,063 firms were considered; 250 were named. No compensation was paid by Litman Gregory Wealth Management for inclusion. The ranking is not indicative of future performance and should not be construed as a guarantee of specific investment outcomes or client experience. Litman Gregory Wealth Management, LLC (“LGWM”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Past performance is not indicative of future results. For additional information, please refer to LGWM’s Form ADV available at adviserinfo.sec.gov or contact us at compliance@lgam.com.