October 11, 2023
HoyleCohen is excited to announce our ranking among the Top RIA’s nationwide on the prestigious Forbes/Shook Americas Top RIA Firms list for 2023. This is the second year for the list which ranks the top advisory firms based on how clients are treated, the team’s passion and goals, the underlying company culture, and the highest quality of service. Thank you to all of our team members who strive daily to support each other and the objectives of the firm, and to provide exemplary client service. Together we have created an exceptional place to work.
As cited by FORBES: “All of the RIAs on Forbes list have strong pedigrees when it comes to providing a steady hand for clients and preserving their wealth over the long term. The second annual Forbes/Shook Top RIA list has 250 advisory firms with cumulative assets of more than $1.1 trillion.”
We are truly humbled and honored to be nationally recognized by Forbes.
About HoyleCohen LLC: HoyleCohen is a San Diego-based wealth management firm that offers financial planning and investment services. Founded in 2001 with two decades of prior history, HoyleCohen helps its clients make financial decisions by employing a holistic planning process which starts with understanding their life goals. HoyleCohen helps its clients by building trusted long‐term relationships, designing and implementing wealth solutions, and providing objective advice without conflicts or hidden agendas.
Disclosures provided by SHOOK: Data provided by SHOOK ® Research, LLC – Data as of 12/31/22 America’s Top Registered Investment Advisor Firms ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerance vary, and advisors rarely have audited performance reports. Neither SHOOK nor Forbes receive compensation in exchange for its Registered Investment Advisor Firm placements or rankings, which are determined independently (see methodology above). Participation in this directory is limited to ranked firms; once placed on a ranking, firms may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor or firm and not indicative of future performance or representative of any one client’s experience. Investors must carefully choose the right advisor or firm for their own situation and perform their own due diligence. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com, SHOOK is a registered trademark of SHOOK Research, LLC.
Additional Disclosures: The criteria for consideration of this award includes a subjective assessment of independent financial planners, advisors and asset management firms, advisors who act as fiduciaries, firms that provide customized services, firms that have a high level of transparency, fee-only advisors and wealth managers, fee-based advisors who are also fiduciaries and firms that have a well-established and experienced advisory team. This award should not be viewed as representative of any one client’s experience and should not be taken as an indication of performance by HoyleCohen and any of its clients. Neither HoyleCohen nor any of its employees were required to be a member of an organization to be eligible to receive this award. HoyleCohen did not pay a fee to apply for this award.
