Curi RMB Capital was recognized by Barron’s as one of the Top 100 RIA Firms in the nation, ranking #55 on the 2024 list. The list was released on Barron’s website on September 13, 2024.
“We’re thrilled to be part of this prestigious list of RIAs and to rank so highly in our first year as a combined firm. This year’s list prioritizes high quality service and client retention as a marker of well-run firms, which is something we value highly: demonstrating our value to clients and earning their trust to be their partner in financial planning and investment management,” said CEO Dimitri Eliopoulos.
Barron’s introduced its independent firm ranking in 2016, in response to industry trends including investor demands for a fiduciary standard of care, the rigorous and complex regulatory environment, and the increasing need for cutting-edge technology.
Prior to the merger of RMB Capital and Curi Capital in January 2024, RMB Capital was ranked on the Barron’s Top 100 RIA Firms list for eight consecutive years. The legacy firm’s most recent ranking was #57 in 2023.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award.
