We are pleased to announce the firm has been named to the Forbes/SHOOK America's Top RIA Firms list for 2025, ranking at No. 127. This is the third consecutive year that we have had the honor of appearing on this prestigious list. 

“We are thrilled to be recognized by Forbes and SHOOK as one of the top RIA firms in the country for another year,” said Brett Bernstein, CEO and Co-founder of XML. “This listing reflects our team’s continued commitment to excellence and the strong relationships we develop with our clients.”

The Forbes 2025 Top RIA Firms List, developed by SHOOK Research, highlights the top 250 registered investment advisors (RIAs) in the U.S. This prestigious ranking evaluates firms based on qualitative and quantitative factors, including revenue trends, assets under management, compliance records, and industry experience. The selection process involves in-depth interviews with firm leadership and staff, emphasizing growth and dedication to client service.

Now in its fourth year, the Forbes Top RIA list serves as a benchmark for assessing advisory firms across the nation. This year’s evaluation included 50,063 nominations and 24,647 telephone interviews, with thorough reviews of thousands of RIAs through in-person or virtual meetings. More than 28,500 firms were invited to participate, underscoring the list's significance. For detailed methodology, please refer to the full methodology here.

XML Financial Group did not pay a fee to be included on the published list.