It is with great pleasure to announce that our team has received the prestigious recognition from both Forbes and SHOOK Research as one of the nation’s premier investment advisors for the second year in a row in the second year of eligibility!
Forbes and SHOOK Research collaborated to curate a comprehensive list of top advisors across the country, employing a rigorous due diligence process to assess and rank them. This comprehensive evaluation examines revenue trends, assets under management (AUM), compliance records, industry experience, and client approach, coupled with an insightful interview featuring our Founder – Chief Investment Officer, James E. Demmert.
For three decades, we have been entrusted with the stewardship of wealth for families and foundations, utilizing a unique approach centered on long-term growth and a distinctive strategy for navigating challenging market conditions. This esteemed award is a source of inspiration, motivating us to maintain our unwavering commitment to our vital mission.
We extend our heartfelt gratitude to all our valued clients and business partners for making this recognition possible. Without “you,” there would be no “us.” Thank you for your enduring partnership and confidence in our work!
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Disclosure: Main Street Research is independent of and unaffiliated with Forbes Magazine. The ranking noted was given based on specific criteria and methodology defined by Forbes Magazine. Main Street Research did not pay a fee to be included in the ranking database. The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices and approach to working with clients. 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. The ranking may not be representative of any one client’s experience because it reflects an average of all, or sample of all, the experiences of an adviser’s clients. Main Street’s receipt of such a ranking should not be considered a guarantee of future performance or results.
