Golden State Named To Forbes Top RIA Firms For Fourth Consecutive Year
This accolade places Golden State among the top 250 registered investment advisory firms in the U.S., a testament to its sustained commitment to client-first fiduciary advice, operational excellence, and the ongoing strength of its advisor network.
“To be recognized four years in a row by Forbes is an honor that underscores the hard work and integrity of the Golden State staff and our entire community of advisors,” said John Nahas, Founder & CEO of Golden State.“We remain deeply committed to supporting our advisors in delivering independent, customized guidance that serves investors' long-term interests.”
About Golden State
Golden State is a multi-custodial registered investment adviser with the U.S. Securities and Exchange Commission that is headquartered in South Coast Metro, California, with offices across the country. Golden State empowers independent financial professionals with the services and support they need to grow and manage successful practices. Serving over $4 billion in Assets Under Care1, Golden State is committed to creating an atmosphere that benefits both advisors and their investors. For more information, visit .
About the Forbes | SHOOK Methodology
The Forbes | SHOOK Top RIA Firms ranking is developed independently by SHOOK Research in partnership with Forbes. The evaluation blends quantitative and qualitative inputs, which include assets under management, revenue and revenue trends, client retention and business metrics, compliance records, in-depth interviews, assessment of best practices and evaluations of credentials, industry experience, and professional reputation. To review the full methodology, please see Methodology: America's Top RIA Firms.
1 Source: SEC filing as of March 31, 2025; Golden State.
Advisory services offered through Golden State, a registered investment adviser with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a particular level of skill or training. For information pertaining to the registration status of our firm, you may refer to the Investment Adviser Public Disclosure website .
Media Contact
Jennifer Nahas
...

Legal Disclaimer:
MENAFN provides the
information “as is” without warranty of any kind. We do not accept
any responsibility or liability for the accuracy, content, images,
videos, licenses, completeness, legality, or reliability of the information
contained in this article. If you have any complaints or copyright
issues related to this article, kindly contact the provider above.

Comments
No comment