November 9, 2022 – Transcend Capital Advisors has been named to Forbes’ 2022 inaugural list of America’s Top RIA Firms. The Forbes ranking, 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.
In summarizing the criteria for its ranking, R.J. Shook, Founder and President of SHOOK Research, stated, “When we meet with these independent firms, we take a close look at leadership and the senior principals since they tend to dictate every client’s experience. When we meet with a firm or an advisor for a due diligence meeting, we are always thinking to ourselves, “Would we recommend this firm (or individual) to a friend or family member?” Quality is always first, if we’re going to include a firm (or advisor) on our rankings, we have to make sure everyone is of the highest quality.”
“My colleagues and I wake up every morning with the singular goal of best serving our clients’ interests thoroughly and with the highest integrity. To be recognized by Forbes and SHOOK as the 31st ranked RIA firm in the country just a few years after founding Transcend is not only humbling, but it is also evidence that our approach is resonating broadly with clients and advisors. We are grateful for our clients and colleagues who helped make this recognition possible,” said Duncan Niederauer, Transcend Founder and Managing Partner and former CEO of the New York Stock Exchange.
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 manages approximately $2.4 billion of assets and serves 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.