We are honored to be named #18 on Forbes | SHOOK Research’s 2025 list of America’s Top RIA Firms.

This recognition reflects the trust our clients place in us and the dedication of our entire team to serve business owners, entrepreneurs, and families as they navigate transformational moments of wealth. At Parcion Private Wealth, our purpose remains the same: to help the families we serve keep more of what they have built for themselves, their loved ones, and the causes they care about most.

Thank you to our clients, partners, and team for making this possible.

Parcion Private Wealth was ranked in America’s Top RIA Firms, issued on October 1, 2025 by Forbes | SHOOK Research. The list is based on data from March 31, 2024 through March 31, 2025, provided by SHOOK Research, LLC. The ranking was developed by SHOOK Research and is based on qualitative and quantitative criteria including assets under management, revenue trends, client retention, compliance records, industry experience, and best practices. Investment performance is not a criterion. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Parcion paid no compensation directly or indirectly in connection with obtaining or using the third party rating.