Clear Harbor Asset Management Named One of 2025 Forbes Top RIA Firms
The Clear Harbor Team is proud to announce that Clear Harbor Asset Management has been named one of America’s Top RIA (Registered Investment Advisor) firms by Forbes on October 1, 2025. With more than 15,000 RIAs in the US, our placement on this list represents the top 1.5% of firms, based on the methodology used. 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 a due diligence meeting, we are always thinking to ourselves, 'Would we recommend this firm (or individual) to a friend or family member?' Quality is always first; if we're going to include a firm (or advisor) on our rankings, we have to make sure everyone is of the highest quality." Clear Harbor Co-founder and CEO, Aaron Kennon commented on the ranking: “We believe this award is a testament to the work we undertake on behalf of our clients—whether helping families with multi-generational planning, guiding entrepreneurs in managing their wealth, or creating retirement strategies. I could not be more proud of the professionals at our firm who deliver these services with dedication and partner so closely with each of our clients.”