FORBES | AMERICA’S TOP RIA FIRMS (2023)
Parcion Private Wealth was ranked #24 in the country and #1 in Washington state on America’s Top RIA Firms list, issued on October 10, 2023 by Forbes | SHOOK Research. The award is for the period 2023 and is based on data as of 09/30/2023.
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 SHOOK nor Forbes receives compensation in exchange for its TOP RIA FIRMS 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 are 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. For more information, please see Forbes Top RIA Firms by Shook Research Methodology. SHOOK is a registered trademark of SHOOK Research, LLC.
Parcion Private Wealth paid no compensation directly or indirectly in connection with obtaining or using the third-party rating.