Forbes Once Again Names Cresset One of America’s Top RIA Firms

Cresset named one of 2023 Forbes Top RIA Firms

Cresset rises to number #32 among top 250 RIAs ranked

CHICAGO – Oct. 16, 2023 Cresset Asset Management (Cresset) has once again been named to Forbes’ annual list of America’s Top RIA Firms, rising to the #32 slot among 250 firms ranked, up from #48 in 2022.

As Forbes reports, “Registered investment advisory firms are legally bound by a fiduciary standard, and thus committed to working in a client’s best interest rather than a ‘suitability’ standard, which can translate into high commissions. All of the RIAs on Forbes list have strong pedigrees when it comes to providing a steady hand for clients and preserving their wealth over the long term.”

“We are honored to once again be recognized by Forbes as one of the top RIA firms in the nation,” said Avy Stein, Co-Founder and Co-Chairman 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 2023 list of America’s Top RIA Firms.

Cresset has been named one of America’s Top RIA by Forbes for 2023. Firm rankings were developed by SHOOK Research, using a ranking algorithm. Cresset paid no application fee to participate.

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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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