United Asset Strategies Named to Forbes Top RIA Firms 2025

We are excited to share that United Asset Strategies has been named to the Forbes 2025 Top RIA firms!

Rankings generated by SHOOK Research are based on qualitative criteria gained through phone conversations, due diligence interviews, as well as quantitative data including revenue, assets under management, and retention rates. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 

View the full article and methodology at https://www.forbes.com/lists/top-ria-firms/