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Worth‘s Top RIA Firms 2024

May 15, 2024

We’re thrilled to announce that Schechter Investment Advisors has made it to the top of Worth's list of RIA Firms for 2024! 

The Leading Advisor program uses a rigorous selection process to identify the best registered investment advisors, including AUM of over $500 million, predominance of high-net-worth clients, and unbiased advice independent from broker-dealers. These firms craft tailored strategies to manage our readers’ wealth. 

Leading Advisors Selection Methodology
The core value of the Leading Advisor program to our readers lies in its rigorous selection process and the credibility it bestows upon each listed advisor. Featured Registered Investment Advisor firms has successfully cleared stringent benchmarks:

  • AUM of Over $500 Million: Demonstrates substantial experience and trust in handling significant wealth.
  • Predominantly High-Net-Worth Clients: Shows specialized expertise in managing the complex financial situations typical of wealthier clients.
  • Substantial Planning Clientele: Indicates a focus on comprehensive financial planning rather than simple asset management.
  • Independence from Broker-Dealers: Ensures advice is unbiased and purely client-centric.

    The rankings were developed in collaboration with Institutional Shareholder Services (ISS), a proxy advisory firm that helps investors comply with SEC rules for Form N-PX disclosure of proxy voting records. The Securities and Exchange Commission (SEC) requires companies to compile and present financial and business information, reports, and disclosures to provide transparency to investors and the public.  Leading Advisor assessments are based on the data that firms submit to the SEC in these disclosures. The public can review SEC filings through the commission’s online database, EDGAR.

The article can be found on Worth Magazine

*This rating was given on 5/11/2024 by Worth and was developed with Institutional Shareholder Services(ISS) Market Intelligence. This is an annual list and the period on which this rating was based is 2024. No fees were paid to ISS or Worth to obtain this ranking.