Financial Advisor (“FA Magazine”) has included Curi RMB Capital in three rankings as part of its annual “America’s Top RIAs” issue for 2024.
Curi RMB Capital was ranked nationally in the following categories:
- #48 on the list of “Top 50 fastest-growing firms”
- #55 for 2024 RIA Ranking by 2023 total assets (among firms with more than $1 billion in assets under management)
- #55 in the RIA Discretionary & Non-Discretionary AUM Ranking by 2023 total assets (among firms with more than $1 billion in assets under management)
“We are thrilled that in our first year as a combined team, Curi RMB Capital has been recognized among the country’s top advisory firms by FA Magazine,” said Dimitri Eliopoulos, CEO of Curi RMB Capital. “Our continued growth is a testament to the dedication of our team and their hard work to deliver outstanding client service.”
FA Magazine compiled the list “based on assets under management (AUM) at independent RIA firms." This ranking includes firms with AUM exceeding $1 billion as of December 31, 2023, for the print edition of Financial Advisor’s 2024 RIA survey. This is the fifth time that Curi RMB Capital or one of its predecessors (Curi Capital and RMB Capital) has been ranked in the FA Magazine survey. Additional features and an industry summary report accompanying the outlet’s rankings can be found here.
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.
