Clear Harbor Asset Management Ranked by Forbes as a Top RIA Firm for 2023
The Clear Harbor Team is thrilled to announce that as of October 10, 2023, Clear Harbor Asset Management has been named one of America’s TOP Registered Investment Advisors (“RIA”) by Forbes. With more than 15,000 RIAs in the US, our placement on this list represents the top 1.5% of firms. The Forbes ranking incorporates several quantitative and qualitative factors which include industry experience, revenue growth, assets under management, regulatory compliance, community involvement, firm culture, and commitment to servicing clients. Forbes states in its methodology, “When we meet with a firm or an advisor for due diligence meeting, we are always thinking to ourselves, “Would we recommend this firm to a friend or family member?”. Clear Harbor Co-founder and CEO, Aaron Kennon commented on the ranking: “We feel this ranking speaks volumes to the quality of the Clear Harbor team, the personalization and care that we apply to each of our clients, and the process that we embrace to provide wealth management advice and asset management strategies to our individual, institutional, and not-for-profit clients.”