ALTOONA, Wis., January 19, 2024 – Bernicke Wealth Management has recently been named one of the Top RIA (Registered Investment Advisor) Firms for 2023 by Forbes.
The Forbes 2023 “America’s Top RIA Firms” list was created to recognize firms that provide a steady hand for clients in addition to a focus toward preserving the client’s wealth over the long term. Criteria for the award includes a combination of best practices and approaches for working with clients, industry experience, revenue trends, assets under management and compliance records.
The Forbes list for 2023 has more than $1.1 trillion in cumulative assets among the 250 ranked advisory firms.
“Bernicke Wealth Management takes pride in striving to do what is best for our clients, being transparent, and positively impacting their lives,” said President and Executive Wealth Manager, Ty Bernicke. “Having those efforts recognized is a tremendous honor.”
Forbes ranking of America’s Top RIA Firms was created in 2022 and developed by SHOOK Research. The selection process includes in-person and virtual interviews to help tell the whole story of the firm. Each firm is then selected for the award based on models showing they are leading the way in offering best practices and providing a high-quality experience for clients.
For more information about the methodology or the complete list, visit America’s Top RIA Firms.
About Forbes Top RIA Firms Ranking
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 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.
About Bernicke Wealth Management
Bernicke Wealth Management is a multidisciplinary financial firm that services both the Eau Claire, Wis. area and the Twin Cities metro. The wealth strategies designed for you are implemented and closely monitored to help you maintain your desired lifestyle and pursue your financial goals. Bernicke Wealth Management financial advisors provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment management, retirement planning, estate planning, and tax minimization.
If you’re interested in getting a second opinion on your financial situation, please schedule your complimentary consultation today or call 866-832-1173.
