UPDATE - Beacon Trust Named One of America's Top RIA Firms by Forbes in Combination with SHOOK Research
November 15 2023 - 12:48PM
Beacon Trust, a full-service wealth management firm, announced it
has been named on the Forbes ranking of America's Top RIA Firms,
developed by SHOOK Research.
The list of top registered investment advisory (RIA) firms is
based on an independent national survey conducted by SHOOK
Research, including qualitative and quantitative factors,
compliance records, revenue produced, and telephone and in-person
interviews.
"I am thrilled that the Forbes ranking of America's Top RIA
Firms has recognized Beacon Trust, which is truly a testament to
our commitment to excellence in wealth management," said Valerie
Murray, president of Beacon Trust and chief wealth management
officer of Provident Bank. "This accolade reflects our team's
expertise and the trust that our clients place in us and affirms
our position as a leading firm in the industry."
Beacon Trust provides a comprehensive offering of services,
including investment advisory, financial planning, tax compliance
and planning, trust and estate administration, as well as banking
and insurance services through Provident Bank, the parent company
of Beacon Trust.
SHOOK’s algorithm weighs factors like revenue trends, assets
under management, compliance records, industry experience, and best
practices and approaches to working with clients.
Click here for the full methodology.
About Beacon Trust Based in Morristown, New
Jersey, Beacon Trust is a full-service wealth management firm,
which together with Beacon Investment Advisory Services, Inc., has
approximately $4 billion in assets under administration and decades
of proven success, superior solutions and exceptional client
service. The firm focuses on helping its clients attain, preserve
and expand their assets through customized wealth management
planning. Beacon Trust Company is a wholly owned subsidiary of
Provident Bank which, in turn, is a subsidiary of Provident
Financial Services, Inc. (NYSE:PFS), which reported assets of
$14.09 billion as of September 30, 2023.
Media Contact:Keith
Buscio732-504-9407Keith.buscio@provident.bank
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