October 9, 2024 – For the third consecutive year, Transcend Capital Advisors has been recognized by Forbes as one of America’s Top RIA Firms. In the 2024 rankings, released yesterday, Transcend achieved its highest placement yet, ranking #26 nationally. The firm has consistently ranked in the top 50 since the list’s inaugural release in 2022, having been ranked #31 and #42 in the 2022 and 2023 rankings, respectively.
“We are grateful to once again be honored by Forbes and SHOOK as one of the top RIA firms in the country for 2024. This recognition underscores the trust and confidence our clients place in us and the efforts of our dedicated team. Our differentiated approach to wealth management combined with our unique leadership team and access to unique investments has resonated with clients and advisors alike. We’re excited to keep evolving and finding new ways to enhance the client experience as we continue to ensure that we meet the changing needs of those we serve,” said Brian Gorczynski, Chief Executive Officer at Transcend.
Developed by SHOOK Research, the Forbes ranking of America’s Top RIA Firms highlighted 250 advisory firms that have “strong track records when it comes to stewarding client wealth and preserving it for the long term.” Collectively, the 250 firms are overseeing more than $1.6 trillion in assets.
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. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
About Transcend Capital Advisors
Founded in 2019 and headquartered in Madison, New Jersey, Transcend is an independent registered investment advisor (RIA) offering wealth management services, public and private investments, strategic advisory services, and access to banking, lending, and family office solutions. Transcend is an employee-owned firm and manages over $3 billion of assets, serving families, business owners, executives, retirees, and entrepreneurs across the United States. Leveraging the unique network of its experienced management team, Transcend provides clients with access to investment opportunities not typically available to individual investors. For more information on Transcend, please visit transcendcapital.com. Rankings are based on qualitative and quantitative factors and do not guarantee future investment results. Forbes and Shook do not receive a fee for consideration on this ranking.