Forum Appears in Top 100 on the 2021 Financial Advisor RIA Ranking
We are proud to share that Forum has been named in the top 100 on the 2021 Financial Advisor RIA Ranking. Forum ranked 77 of the 321 firms appearing on the list in the asset category of $1 billion and over.
In an excerpt of Forum’s article “Marie Stark, who joined the Forum partner group in January, agrees that Forum’s sincere commitment to one of its core principles –– improving the lives of our diverse clients, advisors and associates ––fosters an environment where all members of our firm have an opportunity to thrive. She said, “Our inclusive and collaborative culture values diversity and encourages innovation, all with our central purpose to build and maintain deep and meaningful client relationships.â€â€