Quotient Wealth Partners Named in Forbes 2025 Top RIA Firms
Quotient Named in Forbes' 2025 Top RIA Firms
Quotient Wealth Partners is proud to be named by Forbes as one of America's Top RIA Firms for 2025. This recognition reflects what has always guided our work: a disciplined, client-first commitment to helping individuals and families build, protect, and transfer the wealth they've worked a lifetime to create.
To every client who has placed their trust in us, this honor is as much yours as it is ours. Your confidence drives the approach that defines us. We remain focused on what matters most: helping you move toward retirement with clarity, security, and peace of mind.
About the Research Process
The Forbes ranking of America's Top RIA Firms is developed by SHOOK Research and is based on a rigorous algorithm of both qualitative and quantitative measures. Qualitative criteria are gathered primarily through telephone, virtual, and in-person due diligence interviews, with added weight given to preferred best practices, business models, and recent business activity. Quantitative factors include revenue trends, assets under management, compliance records, and client retention data. Portfolio performance is not a criterion, due to varying client objectives and the absence of universally audited data.
SHOOK Research is completely independent and objective. Neither Forbes nor SHOOK receives a fee in exchange for placement on the ranking. There are no fees required of RIA firms that apply for the Forbes list of America's Top RIA Firms.
To learn more about the full methodology, click here.
The award is not indicative of an investment adviser's future performance and may not be representative of any one client's experience.
About Forbes
Forbes champions success by celebrating those who have made it, and those working to get there. Forbes convenes and curates influential leaders and entrepreneurs who are driving meaningful change, transforming business, and making a significant impact on the world. To learn more, visit www.forbes.com. You can also find our Forbes profile at www.forbes.com/companies/quotient-wealth-partners
About Quotient Wealth Partners
Quotient Wealth Partners is an independent wealth management firm with over 150 years of combined experience, managing more than $4.5B in assets for over 2,000 clients nationwide.
This recognition is one measure of our work. But the relationships we build—and the goals we help our clients reach—remain the truest reflection of our commitment.
To view additional Quotient Wealth Partners awards and recognitions, please visit our Important Disclosures page.
For more information, visit www.quotientwealth.com or contact us at news@quotientwealth.com.
Important Disclosure
Third-party awards, rankings, and recognitions are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor by any client or prospective client, nor are they representative of any one client's experience, because the rating reflects an average of all, or a sample of all, of the experiences of the adviser's clients. Registration as an investment adviser does not imply a certain level of skill or training. Quotient Wealth Partners did not pay to participate in any award or survey. This content is for informational purposes only. Opinions expressed herein are subject to change without notice. Quotient has exercised all reasonable professional care in preparing this information. Some information may have been obtained from third-party sources we believe to be reliable; however, Quotient has not independently verified the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. An investor should consult with their financial professional before making any investment decisions. For additional information about industry awards and rankings, please see Important Disclosures.