Koss Olinger is proud to be recognized as one of Forbes Top RIA Firms in America. With over 40,000 applicants, we are pleased to have placed #176 on the list of the top 250 RIA firms in the nation.
Koss Olinger’s Managing Partners, Will Olinger and Kirk Klein, commented on this achievement, “In the dynamic landscape of wealth management, being acknowledged by Forbes as one of the foremost RIA firms in the nation stands as a testament to our steadfast dedication to prioritizing our clients’ needs above all else. This accolade is a shared honor with each family that has placed their financial journey in our hands, as well as with every team member whose diligent efforts have propelled us to this prestigious position.
As managing partners, we consider ourselves exceedingly fortunate to lead a team of devoted professionals. Together, we channel our collective expertise, innovative spirit, and unwavering dedication toward the families we serve, allowing them the freedom to focus on what truly matters to them. It is this collaborative endeavor and the remarkable outcomes we achieve that continually distinguish Koss Olinger.”
When creating this exclusive list, Forbes had quality at the forefront of their decision-making process: “Quality is always first; if we’re going to include a firm (or advisor) on our rankings, we have to make sure everyone is of the highest quality.” (Forbes Methodology)
Koss Olinger is honored to have earned our place among the highest-quality firms in America, and we remain committed to serving your family for generations to come.
To learn more, click here to view our Forbes profile.
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.