Boston Financial Management is proud to announce that the firm has been selected to Forbes’ inaugural list of America’s Top Registered Investment Advisors (RIAs). At #20 on Forbes’ list, BFM is the highest-ranked firm in New England.
To compile the list, Forbes partnered with independent firm SHOOK Research which evaluated over 36,000 nominations. Through a series of nearly 20,000 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 propriety algorithm to form Forbes’ list of 100 firms.
“SHOOK research has stated that throughout their due diligence, they are always thinking ‘Would we recommend this firm to a friend or family member.’ As a fiduciary, our team puts clients first and strives to provide an experience worthy of our friends and family, so to be recognized in this manner is truly an honor” said Louis Crosier, President and Chief Executive Officer of Boston Financial Management.
Additional information and the full list of the top 100 firms 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 Forbes.com.