Forum Financial Management, LP appears in the Top 100 on the
Financial Advisor RIA Ranking. Forum ranked in the top third of 314 firms to
appear on the list in the asset category of $1 billion and over.
The Financial Advisor survey looked at several factors to assemble the list including growth in firm assets, number of clients and total assets in 2019.
Forum Named to the 2020 Financial Times 300 Top Registered Investment Advisers
In July, Forum was named to the 2020 Financial Times 300 Top Registered Investment Advisers.
Forum is one of 19 firms in Illinois to appear in the seventh edition of the FT 300, which evaluates firms based on six factors including AUM, AUM growth rate and industry certifications.
Regarding Forum’s consecutive appearances on the FT 300, Forum Partner Karma Forrestal said, “We are committed to the growth of this firm, which we have defined as growth that is simultaneously sustainable into the future for our clients and our advisors. Over the past few months, Forum advisors have devoted themselves to connecting with clients via phone, email and video calls. The pandemic has forced all of us (advisors and clients) to develop new habits and reflect on what is most important.”
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
By clicking on a third-party link, you will leave the Forum website. Forum is linking to this third-party site to share information in a different format and is for informational purposes only. However, Forum cannot attest to the accuracy of information provided by this site or any other linked site. Forum does not endorse the site sponsors or the information or products presented there. Privacy and security policies may differ from those practiced by Forum.