Our team is proud to be recognized by Forbes and SHOOK Research as one of the country's top investment advisors!
Forbes utilized SHOOK Research to compile a list of advisors across the country and then rank them through a stringent due diligence process. Their research included a deep dive into our practices along with an interview with our team's founder.
Since 1993, we have been managing the wealth of families and foundations through a unique process focused on long-term growth, with a distinct strategy for managing risk in difficult markets. As we approach our 30th year in business, this distinguished award is an inspiration for all of us to continue our dedication to our important work.
If you're a client or a business partner, we want to thank you for making this recognition possible. Without "you," there would be no "us." Thank you for your continued partnership and confidence in our work!
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Disclosure: Main Street Research is independent of and unaffiliated with Forbes Magazine. The ranking noted was given based on specific criteria and methodology defined by Forbes Magazine. Main Street Research did not pay a fee to be included in the ranking database. 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. The ranking may not be representative of any one client’s experience because it reflects an average of all, or sample of all, the experiences of an adviser’s clients. Main Street’s receipt of such a ranking should not be considered a guarantee of future performance or results.