Golden State Ranked Again on Forbes America’s Top RIA Firms for 2024

South Coast Metro, Calif. Oct 10, 2024 – Golden State is proud to announce its ranking on the Forbes America’s Top RIA Firms list for 2024. This third annual list has 250 advisory firms with cumulative assets of more than $1.6 trillion. Developed by SHOOK Research, the ranking is based on an algorithm of qualitative criteria such as revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients.

“Golden State is proud to be ranked for another year on such a prestigious list. This ranking is owed to the caliber of our advisor community. They work hard each day focusing on the best interests of their clients and it has been recognized,” says John Nahas, Founder and CEO of Golden State.

Once thresholds were set, SHOOK received 46,212 nominations and 25,103 firms were invited to continue the process through an online survey, which was then followed by telephone, virtual and in-person interviews. More information about the methodology can be found HERE.

About Golden State

The Golden State family of companies, comprised of Golden State Wealth Management, Golden State Equity Partners and Golden State Asset Management, are investment advisers registered with the SEC, dedicated to financial professionals and their clients. The firm’s initial company was founded in 2013 boasting an infrastructure that provides an extensive support network to its community of advisors. The Golden State family of companies is a multi-custodial firm that provides comprehensive tools and research necessary in today’s complex markets. Golden State’s flagship office is located in South Coast Metro, California. With offices across the country, Golden State is committed to creating an atmosphere that benefits both advisors and their clients. For more information about Golden State, visit www.teamgoldenstate.com.

Media Inquiries:
Jennifer Nahas
Jennifer.nahas@teamgoldenstate.com