We’re pleased to share that Foster & Motley has been named to Worth’s Top RIA Firms 2025 list, recognizing leading independent registered investment advisory firms nationwide.
This recognition reflects our team’s continued focus on delivering thoughtful financial planning, objective advice, and a client-first approach to wealth management. We’re proud to be included alongside firms that demonstrate a strong commitment to serving high-net-worth individuals and families.
Click here for the full list.
This list was published in the Fall 2025 issue of Worth Magazine. Publicly available data was used. Foster & Motley paid no fees to be included. Worth magazine independently sets its criteria, and Foster & Motley has no influence on the criteria or the ranking.
Below is the methodology for this list, per Worth magazine’s website:
The core value of the Leading Advisor program to our readers lies in its rigorous selection process and the credibility it bestows upon each listed advisor. Featured Registered Investment Advisor firms has successfully cleared stringent benchmarks:
- AUM of Over $500 Million: Demonstrates substantial experience and trust in handling significant wealth.
- Predominantly High-Net-Worth Clients: Shows specialized expertise in managing the complex financial situations typical of wealthier clients.
- Substantial Planning Clientele: Indicates a focus on comprehensive financial planning rather than simple asset management.
- Independence from Broker-Dealers: Ensures advice is unbiased and purely client-centric.
The rankings were developed in collaboration with Institutional Shareholder Services (ISS), a proxy advisory firm that helps investors comply with SEC rules for ADV Forms disclosure of proxy voting records.