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Awards & Rankings
Barron’s Top RIA Firms: Barron’s publishes this list annually based a proprietary ranking methodology. Rankings were published in September 2025 and apply until September 2026. 1919 has paid a fee to use the ranking. For additional information, visit Barron’s.
Forbes | Shook Top RIA Firms: 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, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ranking published on October 1, 2025, and based on data as of March 31, 2025, as provided by SHOOK®. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For more information on the methodology, visit Forbes.
FA Magazine RIA Survey & Ranking: Financial Advisor Magazine publishes this list annually based upon a number of criteria, and the ranking orders firms from largest to smallest based on AUM reported by firms that voluntarily complete and submit the survey. Rankings were published in July 2025 and apply until July 2026. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. No fee was paid for participation in the rankings; however, 1919 has paid a fee to use the ranking. For additional information, visit FA Magazine.
InvestmentNews’ 5-Star RIA Firms: The 5-Star RIA Firms list recognizes the nation’s top-performing wealth management firms, setting a benchmark for excellence in the industry. Firms are selected based on objective criteria, including assets under management (AUM), AUM growth, and the number of new clients acquired organically over the past 12 months. To qualify for inclusion, firms must manage a minimum of $1 billion in AUM in 2024. This recognition highlights best-in-class Registered Investment Advisors across the country who demonstrate consistent growth, strong client engagement, and overall excellence in wealth management. For more information on the methodology, visit InvestmentNews.