NEW YORK, NY / ACCESSWIRE / October 18, 2024 / Magnus Financial Group LLC, a registered investment advisory (RIA) firm based in New York City, has gained further recognition within the financial services industry after earning a place on Forbes among America's Top RIA firms 2024.
The third annual Forbes/Shook® Top RIA list highlights firms that have strong track records when it comes to stewarding client wealth and preserving it for the long term. Collectively, the 250 advisory firms on this ranking are overseeing more than $1.6 trillion in assets.
"We are honored to be acknowledged by Forbes and be listed in their ranking of top RIAs," said Michael Schwartz, CFP®, AEP®, CEO of Magnus Financial Group. "This recognition reflects our team's commitment to providing outstanding service and tailored financial guidance to our clients."
SHOOK receives nominations from the financial services industry and then accepts advisors who meet pre-determined minimum thresholds and acceptable compliance records. SHOOK received nearly 46,212 nominations-advisors who meet SHOOK's thresholds. 25,103 of these nominees then took an online survey and the ranking recipients were then determined.
The full methodology can be viewed online.
About Magnus Financial Group:
Magnus Financial Group LLC is an SEC-registered, independent investment advisory firm located in New York City. Magnus provides customized wealth management and financial planning services for clients in all phases of their lives. As an independent RIA, Magnus provides high-quality service with a personalized client approach. Magnus was founded in 2017 and consists of a team of wealth advisors and personnel that supports a variety of departments including investment and insurance operations, research, trading, and compliance.
For more information on Magnus Financial Group and our services, visit our website at https://magnusfinancial.com
For media inquiries, please contact:
Rachita Sharma of Blue Ocean Global Technology at 917-720-3036
Contact Information
Rachita Sharma
CMO, Blue Ocean Global Tech
[email protected]
(917) 720-3036
SOURCE: Magnus Financial Group LLC
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