PHILADELPHIA – Nov. 6, 2023 – Good Life Companies (Good Life), a leading firm empowering independent financial advisors and small business owners, today announced that the firm has been ranked among the Forbes list of America’s Top RIA Firms. Good Life ranks No. 116 out of 250 recognized firms.
“We are proud to earn this recognition, which is a testament to the quality of the advisors we serve and their commitment to their clients and their communities,” said Conor Delaney, founder and CEO, Good Life Companies. “Our firm was founded by advisors who understood the need for support and community among independent advisors. As the investor, advisor and RIA marketplaces have evolved, Good Life has blazed a path that empowers advisors to launch their independent practices, productively serve the demand for advice, and create maximum value for their businesses. At Good Life, we are advocates for our advisors and their capacity to make a difference – in their clients’ lives, in their communities and securing their own legacies.”
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors including revenue trends, assets under management, compliance records, industry experience and best practices and approach to working with clients.
For the complete list of Top RIAs, visit Forbes.
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Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.