1919 Investment Counsel Recognized by Forbes as Top RIA Firm

We are proud to announce we have been recognized by Forbes as one of America’s Top RIA firms for 2024. The Forbes 2024 Top RIA Firms List, developed by SHOOK Research, recognizes the top 250 registered investment advisors (RIAs) in the U.S. based on both qualitative and quantitative factors. The rigorous selection process involves an analysis of key metrics such as revenue trends, assets under management, compliance records, and overall industry experience.

SHOOK Research conducted in-depth interviews with leadership and staff, assessing firms based on leadership, growth, and dedication to client service. This year’s evaluation included more than 46,200 nominations, 21,400 telephone interviews, and thorough reviews of thousands of RIAs through in-person or virtual meetings. More than 25,000 firms across the U.S. were invited to participate in the ranking process.

Earlier this year, we were recognized by Barron’s as a Top 100 RIA Firm for the fifth consecutive year.

“It’s an honor to be recognized by these top-tier publications,” said Harry O’Mealia, President and CEO of 1919. “We work hard for our clients every day, and these recognitions are a testament to our dedication to the future of our clients, both now and for generations to come.”

For more information about the Forbes/SHOOK Top RIA Firms list, please visit https://www.forbes.com/lists/top-ria-firms/.

Forbes 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 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, click here.