MENLO PARK, CA (24 October 2023) – Bordeaux Wealth Advisors (“Bordeaux”) was once again named to the Forbes/SHOOK list of Top RIAs in the U.S. The ranking identifies the top 250 registered investment advisors (RIAs) in the country.
“We are extremely proud to be included on Forbes’ list of the Top RIAs again this year. Our firm continues to grow and thrive by continuously finding new ways to deliver value to our clients. There are approximately 30,000 RIAs in the U.S., and being named among the top 250 is an honor and a reflection of our team’s hard work and dedication to serving our clients and helping them achieve their financial goals and objectives,” said CEO Tom Myers.
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 encompassing best practices and approaches to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
The rankings were published on October 10, 2023. Data compiled by SHOOK® Research, LLC, based on the time period from 3/31/22-3/31/23. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Bordeaux Wealth Advisors did not pay a fee for placement on Forbes Rankings. The full Forbes rankings and award methodology information are available here.
About Bordeaux Wealth Advisors
Bordeaux Wealth Advisors provides custom and comprehensive financial and investment advisory services to ultra-high-net-worth clients across the U.S. The firm has offices in Silicon Valley and Seattle. For more information about Bordeaux, please visit www.bordeauxwealthadvisors.com.
1550 El Camino Real, Suite 100
Menlo Park, CA 94025
5110 Carillon Point
Kirkland, WA 98033
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