Atlas Private Wealth Advisors is proud to announce that the firm has been selected to Forbes’ inaugural list of America’s Top Registered Investment Advisors (RIAs) for 2023. To compile the list, Forbes partnered with independent firm SHOOK Research which evaluated over 36,000 nominations. Through a series of nearly 20,000 in-person, virtual, and telephone due diligence interviews, SHOOK screened for a variety of factors including client retention, industry experience, compliance records, assets under management, service model, and community involvement. SHOOK then utilized a propriety algorithm to form Forbes’ list of top firms.

The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.