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Forbes America’s Top RIA Firms

The Forbes 2023 ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, william hill slot gamesand quantitative data. The rankings were developed by SHOOK Research based on 3/21/2022 – 3/31/2023 using a proprietary algorithm. The algorithm weighs factors like revenue william hill live blackjacktrends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For more methodology information, please click here. Zuckerman Investment Group did not pay Forbes or SHOOK to be included.

Forbes Best-In-State Wealth Advisors

The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors 2024, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, william hill slot gamesand quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For more methodology information, please click here. Zuckerman Investment Group did not pay Forbes or SHOOK to be included.

Five Star Wealth Manager

Daniel Zuckerman received the Five Start Wealth Manager Award in 2019, 2020, 2021, 2022, and 2023. Five Star Professional conducts market-specific research to identify outstanding service professionals through the Five Star Professional award. Five Star Professional  is awarded given a wealth william hill live online casinomanager satisfies 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors considered include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Zuckerman Investment Group did not pay Five Star Wealth Manager to be included.

2024, 2022, & 2021 InvestmentNews Best Places to Work

Zuckerman Investment Group has been recognized by InvestmentNews as a Best Place to Work for Financial Advisors in 2021, 2022, and 2024. InvestmentNews Best places to Work for Financial Advisers is produced by InvestmentNews in partnership with Best Companies Group. Results are based on William Hill online betting appevaluating each nominated company’s culture, benefits, career paths, demographics, as well as an employee survey to measure employee experience. Zuckerman Investment Group did not pay InvestmentNews, Key Media, or Best Companies Group to be included.

Financial Advisor Magazine

Zuckerman Investment Group was ranked in the Financial Advisors (“FA”) Magazine RIA Ranking. FA’s RIA Ranking is an independent listing produced by Financial Advisor magazine based on discretionary and non-discretionary assets under management as reported in the Form ADV of the 715 eligible firms. To be eligible, firms must provide financial planning and related services to individual clients, be independently registered investment advisors, file william hill live online casinoan ADV statement with the SEC, and have at least $500 million in assets under management as of December 31, 2022 based on their ADV filing with the SEC. Zuckerman Investment Group did not pay Financial Advisor Magazine to be included.