MJP Wealth Advisors Named to Forbes 2023 Top RIA Firms List

MJP Wealth Advisors announced today that it has been named to this year’s Forbes/SHOOK list of America’s Top RIA Firms.

“It is an incredible honor to be recognized as one of the nation’s top advisory firms,” said Brian Vendig, President of MJP Wealth Advisors. “I would like to congratulate our entire team for this industry acknowledgement. We are solely focused on helping clients achieve their financial goals and committed to delivering thoughtful advice and an elevated client experience. This recognition is a true testament to our team’s dedication to our clients.” 

The 2023 Forbes/SHOOK Top RIA list consists of 250 firms collectively managing over $1.1 trillion in assets. SHOOK received more than 42,600 nominations and ranked firms by an algorithm based on qualitative and quantitative factors.

To read full article, please visit: Methodology: America’s Top RIA Firms 2023

Award Disclosures: Data provided by SHOOK®Research, LLC. Forbes America’s Top RIA Firm's ranking was developed by SHOOK Research. RIA Firm refers to those that are registered directly through the SEC as a registered investment advisor, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.