We are incredibly proud to share that we have been ranked as one of the top RIA firms in America by Forbes | SHOOK for the third year in a row! With thousands of firms across the nation, this prestigious recognition reflects the trust and partnership of the communities we are privileged to serve.

At Parcion, our experienced team is committed to delivering high quality service to support business owners and their families in unlocking the true potential of their wealth. We provide confidence and clarity to simplify their lives while preserving the legacy they’ve built for their family and the causes they care about.

We are deeply grateful for this acknowledgment and look forward to another year supporting entrepreneurs and leaders to think bigger about what’s next!

Parcion was ranked #22 on the Forbes America’s Top RIA Firms, issued on 10/8/2024 by SHOOK Research. The list is based on data from 3/31/2023 through 3/31/3024, provided by SHOOK Research, LLC. Forbes America’s Top RIA Firm’s ranking was developed by SHOOK Research. RIA Firm refers to those that are registered directly through the SEC as a registered investment advisor, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. 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.