Forbes Names Cresset One of America’s Top RIA Firms

2022 Forbes - America's Top RIA Firms

CHICAGO – Nov. 4, 2022Cresset Asset Management (Cresset) has been named to the Forbes 2022 inaugural list of America’s Top RIA Firms. As Forbes states, “Never before has the need for steady-handed financial advice been greater. Registered investment advisory (RIA) firms, which are legally bound by a fiduciary standard, remain one of the fastest-growing segments in the wealth management business, precisely because they are committed to working in a client’s best interest rather than for such things as high commission products.”

“We are honored to once again be recognized as one of the top RIA firms in the nation,” said Avy Stein, Co-Founder and Co-Chairman of Cresset. “To see how Cresset’s vision, to reinvent how people experience wealth, is resonating is so gratifying. We’ve built Cresset to be a multi-generational firm and couldn’t be more excited to continue delivering the comprehensive, deeply personalized family office experience that clients desire and deserve.”

The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria 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 as of 6/30/22. Cresset paid no application fee to participate. View the full Forbes 2022 list of America’s Top RIA Firms.

Read the Press Release.

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About Cresset

Cresset is an independent, award-winning multi-family office and private investment firm with more than $45 billion in assets under management (as of 04/01/2024). 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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From Chief Investment Officer, Jack Ablin.
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