MJP Wealth Advisors Recognized on Forbes 2024 Top RIA Firms List
MJP Wealth Advisors announced today that it has been named to this year’s Forbes/SHOOK list of America’s Top RIA Firms.
“This recognition is a testament to our team’s relentless commitment to providing personalized service and advice to clients. I want to congratulate our entire team for their work and dedication to making a positive impact on the lives of our clients,” said Brian Vendig, President and Chief Investment Officer, MJP Wealth Advisors. “We are extremely grateful to our clients who have entrusted our team to advise them on financial matters of all kinds, as we approach our 45th year in business.”
Founded in 1981, MJP Wealth Advisors provides wealth management solutions, investment strategies, and financial planning services to high-net-worth individuals, families, and businesses. The firm’s highly customized financial solutions include traditional, bespoke, and alternative investment management strategies to help accumulate and preserve clients’ wealth.
The 2024 Forbes/SHOOK Top RIA Firms list consists of 250 firms collectively managing over $1.6 trillion in assets. SHOOK received more than 46,200 nominations and ranked firms by an algorithm based on qualitative and quantitative factors.
To read full article, please visit: Methodology: America’s Top RIA Firms 2024
To view the latest full list, please visit: Forbes America’s Top RIA Firms
Award Disclosures: Data provided by SHOOK® Research, LLC. Forbes America’s Top RIA Firm's ranking was developed by SHOOK Research. RIA Firm refers to those that are registered directly through the SEC as a registered investment advisor, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.