Forum Financial Management, LP has been named as one of Barron’s 2020 Top 100 RIA Firms.
In 2020, Barron’s expanded its ranking for America’s Best RIA Firms to include 100 firms instead of 50 firms as in previous years. Forum appears at #65. This year, Barron’s rankings formula for the Top 100 RIA Firms counted several new metrics including staff diversity and succession planning.
When considering this year’s top 100 independent advisors, Steve Garmhausen, Barron’s Advisor Center editor, pointed to technology (or the lack thereof) that led advisory firms throughout the wealth management industry to a crossroads: “Covid-19 made the adoption of technology—such as videoconferencing and digital account signup—an immediate priority. If you didn’t have good technology, wealth managers realized, you were in for a rough ride.”1
Jonathan Rogers, Forum co-managing partner, noted that Forum advisors met the challenge of staying connected with clients with a seamless transition to a remote working environment in March.
Rogers said: “We were able to move to a remote environment ahead of many companies, and I am proud of our team for how quickly they adapted to the new working environment. As a firm, we had already invested in the technology, cybersecurity and compliance policies necessary to manage a highly remote team. With that in place, we could focus on our clients’ needs for good advice and the execution of rebalancing within their portfolios as markets moved rapidly down and then back up.”
In August, Forum appeared on the 2020 Financial Advisor RIA Ranking. Forum ranked in the top third of 314 firms to appear on the Financial Advisor list in the asset category of $1 billion and over. In July, Forum was named to the 2020 Financial Times 300 Top Registered Investment Advisers.
Forum advisors serve clients from 34 offices around the country including offices in California, Colorado, Florida, Illinois, New York, Texas, Utah and Virginia. Forum Financial Management has more than $4.5 billion of assets under management and serviced (as of December 2019).
1 Steve Garmhausen, “The Most Nimble Advisories Will Thrive in the Post-Covid Era.” Barron’s, September 11, 2020.
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