Forms & Disclosures

Relevant Forms & Disclosures

Regulatory Forms

Awards & Rankings

Barron’s Top  RIA Firms: Barron’s publishes this list annually based a proprietary ranking methodology. Rankings were published in September 2024 and apply until September 2025. 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 inperson 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 8, 2024, and based on data as of March 31, 2024, 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 2024 and apply until July 2025. 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.

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