Forbes | Named Us One of the Top RIA Firms in the Country 2024

Schechter Investment Advisors Makes Forbes' Top RIA List for 2024

Schechter Investment Advisors is proud to be included on the Forbes/Shook Top Registered Investment Advisors (RIAs) for 2024. Out of over 46,000 nominations, only 250 firms were selected to be included on this prestigious list. 

The Forbes/Shook rankings focus on quality, team culture, and client satisfaction. SHOOK Research, the world’s only advisor research firm and is completely independent and objective, and does not receive compensation in exchange for placement on its rankings. SHOOK performs an in-depth due diligence process to identify firms that provide a full client experience. This process includes interviews with leadership and senior principals, in-depth analyses of company practices, and assessments of the organizational culture that drives day-to-day operations. 

In selecting Schechter, SHOOK Research evaluated many factors. Among them were the firm’s adherence to industry best practices, consistent client-focused approach, and a long-standing commitment to ethical standards.  

We are proud of each member of the Schechter team for exhibiting the firm’s values and demonstrating a culture of excellence.  

To learn more, contact us below

*Methodology: America’s Top RIA Firms 2024 (forbes.com)

Disclosure: This rating was given on 10/08/2024 by Shook on behalf of Forbes. The period on which this rating was based is from 03/31/ 2024 through 03/31/2024. No fees were paid to Shook or Forbes to obtain this ranking. SHOOK is completely independent and objective, and does not receive compensation in exchange for placement on its rankings.