CHICAGO – Oct. 1, 2025 – Cresset rose to the #10 spot of 250 firms ranked on Forbes’ annual list of America’s Top RIA Firms, up from #14 in 2024. According to Forbes, the Top RIA list “highlights firms with proven records of safeguarding and growing client wealth.”
“We are honored to continue to be recognized by Forbes as one of the top RIA firms in the nation. This recognition serves as testimony that our commitment to helping guide entrepreneurs and ultra-high-net-worth families toward creating enduring wealth and lasting legacies is truly resonating,” said Susie Cranston, President of Cresset.
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, and industry experience. View Forbes’ full 2025 list of America’s Top RIA Firms: https://www.forbes.com/lists/top-ria-firms/
Forbes rankings are developed by SHOOK Research and are based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. This award is based off of data compiled as of 3/31/2025 and was awarded on 10/01/2025. Cresset paid no application fee to participate.
About Cresset
Cresset is an independent, award-winning multi-family office and private investment firm with more than $70 billion in assets under management (as of 7/1/25). Cresset serves the unique needs of entrepreneurs, CEO founders, wealth creators, executives, and partners, as well as high-net-worth and multi-generational families. Our goal is to deliver a new paradigm for wealth management, giving you time to pursue what matters to you most.
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