Once again, Forbes Magazine has recognized Smith Anglin Financial as one of America’s Top Registered Investment Advisory (RIA) Firms for 2024. We are thrilled to receive this honor for a second year in a row as we know it places us among an elite group of wealth management firms in the United States.
With over 15,000 Registered Investment Advisory Firms across the country to choose from, we know this award from Forbes signifies more than just an accolade – it’s a testament to our dedication to growing, preserving, and transferring wealth in ways that secure our clients’ futures. The Forbes Top RIA Firms for 2024 recognition underlines our commitment to delivering top-tier financial planning, investment management, and a proprietary standard of care that supports our clients in reaching their goals.
“We are extremely proud to be recognized by Forbes for another year. Our team’s unwavering dedication to instilling peace of mind for our clients through a holistic approach to financial planning and fiduciary excellence has once again earned our firm this prestigious acknowledgment,” said Steve Anglin, one of Smith Anglin’s Managing Partners. “Our team remains focused on building strong partnerships with our clients and on helping them achieve their financial goals. Being recognized for these efforts highlights the exceptional work we do every day.”
The Forbes ranking considers various elements such as assets under management, industry expertise, leadership, and client-first service. As a fiduciary, Smith Anglin prioritizes clients’ needs above all else, delivering care, counsel, and expertise with integrity. Our fiduciary duty is not just a legal standard to be held to, it serves as the foundation of our client relationships.
Thank you to our clients and dedicated team for making this achievement—being one of the top RIA firms in the US—possible. Together, we look forward to continued success and to helping secure a prosperous future for all those we serve.
About Smith Anglin Financial
Founded in 1967 and headquartered in Dallas, Texas, Smith Anglin is a premier wealth advisory and wealth management firm. Serving a select group of pilots, families, individuals, and business owners in 48 states, as well as internationally, the firm manages more than $1.9 billion in client assets. We are distinguished by our deep roots in tax planning, accounting, and aviation retirement readiness, with a mission to support our clients’ financial well-being throughout their lives.
About the Forbes Top RIA Firms 2024 Ranking
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.