Boston Financial Management is proud to announce that the firm has been selected for the second year in a row to Forbes’ list of America’s Top Registered Investment Advisors (RIAs). At #23 on Forbes’ list, BFM is one of the highest-ranked firms in New England.

“Our firm’s motto is ‘Do great things for clients and for each other, all else follows,’ and I think this award is a result of that ethos. I’m so proud of our team – we’re truly honored by this distinction,” said Louis Crosier, President and Chief Executive Officer of Boston Financial Management.

To compile the list, Forbes partnered with independent firm SHOOK Research which evaluated over 42,000 nominations. Through a series of nearly 25,000 in-person, virtual, and telephone due diligence interviews, SHOOK screened for a variety of factors including client retention, industry experience, compliance records, assets under management, service model, and community involvement. SHOOK then utilized a proprietary algorithm to form Forbes’ list of 250 firms.

Additional information and the full list can be found here.

Important: Companies do not pay a fee for placement on Forbes rankings. However, Boston Financial Management has paid a fee for the use of the Forbes logo, reprints of the list, and for additional information to be included in the firm’s profile on The Forbes Top RIA Firms of 2023 ranking was issued in October 2023 and covers the year 2023.