GYL Financial Synergies Named to Forbes 2024 Top RIA Firms List
October 11 2024 - 8:00AM
GYL Financial Synergies ("GYL"), an independent registered
investment advisory firm with offices in Connecticut, New Jersey,
New York, and Pennsylvania, is pleased to announce it has been
recognized in the Forbes/SHOOK America's Top RIA Firms list for
2024.
“Being recognized on the Forbes 2024 Top RIA Firms list is a
testament to our team’s dedication to ensuring client success,”
said Gerald Goldberg, CEO and Co-Founder of GYL Financial
Synergies. “It’s a privilege to guide our clients on their
financial journeys, and this acknowledgement motivates us to keep
serving them with the highest level of integrity and
care.”
The Forbes 2024 Top RIA Firms List, developed by SHOOK Research,
recognizes the top 250 registered investment advisors (RIAs) in the
U.S. based on both qualitative and quantitative factors. The
rigorous selection process involves an analysis of key metrics such
as revenue trends, assets under management, compliance records, and
overall industry experience.
SHOOK Research conducted in-depth interviews with leadership and
staff, assessing firms based on leadership, growth and dedication
to client service. This year's evaluation included more than 46,200
nominations, 21,400 telephone interviews and thorough reviews of
thousands of RIAs through in-person or virtual meetings. More than
25,000 firms across the U.S. were invited to participate in the
ranking process.
In its third year, the Forbes Top RIA list continues to set the
standard for evaluating advisory firms across the country. The full
methodology for the ranking can be found here.
GYL Financial Synergies did not pay a fee to appear on the
published list or to market the award.
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About GYL Financial
Synergies
GYL Financial Synergies, LLC is an independent registered
investment advisory firm with $6.1 billion of assets under
management and $4.7 billion of assets under advisement as of
December 31, 2023. GYL Financial Synergies is a part of Focus
Financial Partners, a leading partnership of independently managed
wealth management firms. Learn more about GYL Financial Synergies
at www.gylfinsyn.com.
DISCLOSURE STATEMENT
GYL Financial Synergies, LLC is an investment advisor registered
with the U.S. Securities and Exchange Commission (“SEC”) and
maintains a principal office in the State of Connecticut. SEC
registration does not constitute an endorsement of the firm by the
Commission nor does it indicate that the adviser has attained a
particular level of skill or ability. Additional information about
the firm is available on the SEC’s Investment Adviser Public
Disclosure website at www.adviserinfo.sec.gov.
Jay Scott
GAVIN Public Relations
484-695-3774
jscott@gavinadv.com