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GMAG’s mission is to meet every financial need with exceptional client service. So for us, it is a distinct honor that GMAG has been named to the Forbes/Shook list of America’s Top RIA Firms 2022 based on our best practices and approach to working with clients.

In 2004, we made the decision to truly dedicate our firm to our clients. GMAG has chosen to register with SEC as an independent advisor (RIA) because we knew the independent model is superior to best serve the families that put faith in us. This independence requires that we abide by a fiduciary standard that puts our clients’ best interests above all else.

From all of us at GMAG, we would like to thank you, our clients, for trusting us to help you achieve what you value most.

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The inaugural Forbes/Shook Top RIA list has 100 advisory firms with cumulative assets of $730 billion. All are helmed by professionals who have decades of experience and proven track records of seeing clients through market turmoil and preserving their wealth. Forbes’ list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank member firms. To view full list click here.

DISCLAIMER: Rankings and/or recognition by rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if GMAG is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of GMAG by any of its clients, or a third party. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.
GMAG is a paid sponsor of the Barron’s in Education Program.
GMAG has paid a fee to Forbes and Barron’s to receive expanded profile features, such as profile photo and contact information.
GMAG has not paid a fee for placement on any rankings and/or recognition list.