Litman Gregory Wealth Management Named on Forbes’ 2024 America’s Top RIA Firms List

We are honored to share that Litman Gregory Wealth Management has been recognized in Forbes’ Top RIA Firms 2024 list, a prestigious ranking that underscores the trust clients place in our firm and our advisors to guide their wealth management for the long term.

Published on Forbes.com, this America’s Top RIA list highlights registered investment advisory firms who have earned the continued confidence and trust from clients who seek independent advisors to steward their wealth with a long-term perspective. The selection by Forbes is based on an extensive due diligence process developed by SHOOK Research, which evaluates firms on both qualitative and quantitative factors. SHOOK’s process assesses not only assets under management, but also how firms build and maintain client relationships, their compliance records, and commitment to best practices. SHOOK Research considered 46,212 firms and from those selected the top 250 for the list.

“Congratulations to the entire team on this recognition. It is a testament to the expertise, integrity and steadfast commitment to excellence in client service from all our Litman Gregory colleagues,” said LGWM/iMGP CEO Jeff Seeley.

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 we make all of our decisions with a primary focus on what is in the best interest of our clients. We remain steadfast in our mission to continue to deliver intellectually honest and responsible wealth management coupled with an unparalleled client experience. Thank you to our clients for your continued trust.

See the full Forbes ranking here: https://www.forbes.com/lists/top-ria-firms/

All investments carry risks, including the potential loss of principal; there is no guarantee of achieving long-term success. Assets under management is not an indication of future performance and does not guarantee success in client relationships or investment strategies. Client relationships vary and investment strategies are tailored to individual needs, without regard to account size. Past performance and recognitions such as rankings are not indicative of future results. 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. Firms do not pay to participate in the selection process. The ranking is not indicative of future performance or any particular client experience. For more information on the methodology, visit Forbes.com. SHOOK is a registered trademark of SHOOK Research, LLC. Data as of 3/31/24 Source: Forbes.com (October, 2024). For full ranking methodology disclosure, please see https://www.forbes.com/sites/rjshook/2024/10/08/methodology-americas-top-ria-firms-2024/