Koss Olinger Earns Spot Among America’s Top RIAs by Forbes for the Second Year

 

We are excited to announce that Koss Olinger has been recognized for the second consecutive year as one of Forbes’ America’s Top 250 RIA Firms. Among over 45,000 applicants, we are proud to have moved up the rankings from #176 to #169, a testament to our ongoing commitment to excellence in serving our clients.

This achievement reflects the trust our clients place in us and the hard work of our dedicated team. Our mission has always been to put our clients’ needs first, delivering personalized and thoughtful financial guidance that allows them to focus on what truly matters.

We are honored to receive this recognition and remain committed to helping our clients navigate their financial futures with confidence and care. Thank you to every client and team member who has made this success possible. We look forward to continuing to serve our clients with high standards of excellence for years to come.

To learn more, click here to view our Forbes profile.

Methodology:

The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best 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 receive a fee in exchange for rankings.

 

*Koss Olinger has not provided compensation (directly or indirectly) to obtain, use, or distribute this third-party ranking. Forbes.com (Awarded Oct 2024) Data compiled by Shook Research LLC based on time period from 3/31/23-3/31/24.