Curi RMB Capital has been named to InvestmentNews’ Top Independent High-Net-Worth Advisors 2025, an industry ranking that highlights exceptional independent firms in the U.S. Firms on this list are recognized by region, with Curi RMB Capital recognized in the Midwest region.
The firm’s inclusion on this list reflects Curi RMB Capital’ commitment to excellence in wealth management, meeting rigorous criteria, including $100 million+ in AUM, independent ownership, and a client base of 100+ households.
Additional criteria considered in the selection process includes:
- SEC filings
- AUM requirement of at least $100 million in assets
- Independent ownership
- Firms cannot be dually registered as BD-RIA firms
- No broker-dealer affiliation
- Client base of at least 100 households, including individuals and high-net worth clients.
“We believe that Curi RMB Capital continues to set the standard for high-net-worth advisory services, and we’re proud that this honor underscores the firm’s dedication to helping clients achieve long-term financial success,” says CEO Dimitri Eliopoulos of the honor.
For more information about the Top Independent High-Net-Worth Advisors 2025 list, read the announcement 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.
