Insight Wealth Strategies, LLC Named to the Forbes top RIA List
We are excited to announce that our firm, Insight Wealth Strategies, LLC, has been selected to be on the 2023 Forbes/SHOOK list of America’s Top RIA Firms. This list contains 250 firms collectively managing over $1.1 trillion in assets. SHOOK received over 42,600 nominations for the list and the winning firms were chosen based on qualitative and quantitative factors.
Forbes states, “all of the RIAs on Forbes list have strong pedigrees when it comes to providing a steady hand for clients and preserving their wealth over the long term.”
“The entire Insight team is honored by this recognition from Forbes” says Anthony Ortale, CEO of Insight Wealth Strategies. “We are committed to helping our clients reach all their financial goals and strive to offer a holistic and comprehensive client experience.”
To see the full list and additional information, please visit: https://www.forbes.com/lists/top-ria-firms/
Interested in the methodology used? See the full breakdown HERE.
Disclosures provided by SHOOK: SHOOK is completely independent and objective and does not receive compensation from the advisors, Firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through various sources, such as conferences and research partners. Since every investor has unique needs, investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions for how to choose the right financial advisor and not indicative of future performance or representative of any one client’s experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.