“We are honored to be included on the Forbes/SHOOK America’s Top RIA Firms list. It’s a direct reflection of the trust our clients place in us,” said Joseph P. Biondo, Partner, CEO & CIO at Biondo Investment Advisors. “This recognition is especially meaningful because it speaks not only to our financial acumen but also to the relationships we’ve built and the confidence we’ve helped foster over time.”
As fiduciaries, Biondo Investment Advisors is committed to acting in the best interests of its clients—a responsibility the firm embraces with unwavering dedication. “Every person we serve entrusts us with their financial future. That responsibility drives us to provide thoughtful, research-driven guidance with consistency and care,” Biondo added. “Being recognized on a national scale affirms our mission to empower clients through trusted advice, enduring partnership, and a commitment to long-term financial well-being.”
Learn More About the Forbes Top RIA Firms List
According to Forbes, “for individuals looking for an independent advisor, SHOOK’s focus on quality skews its recommendations towards firms in which we can thoroughly understand how each client is actually treated. In doing so, we measure aspects like processes that are inherent in each client relationship, what is the team’s purpose, and what is the underlying culture that we see throughout all levels of employees.”
The Forbes ranking, developed by SHOOK Research*, identifies the nation’s top 250 registered investment advisors (RIAs) in the U.S. through a rigorous combination of qualitative and quantitative measures (data as of 10/31/24). The evaluation process considers factors such as assets under management, revenue growth, compliance records, and client service. This year, SHOOK received more than 50,000 nominations and conducted over 33,000 interviews with advisors and firm leaders to determine the final list.
The Forbes/SHOOK Top RIA Firms list spotlights wealth management firms that set the standard for excellence. Collectively, the 250 firms honored in 2025 oversee more than $1.9 trillion in assets, reflecting the strength and depth of the independent advisory community. The full methodology for the ranking can be found here: https://www.forbes.com/sites/rjshook/2025/10/01/methodology-americas-top-ria-firms-2025/
Trust Biondo Investment Advisors with Your Investments
Biondo Investment Advisors, LLC is a premier wealth management firm that offers investment, financial and retirement planning services to individuals, families, and businesses. Our team of Wealth Advisors are held to the highest of fiduciary standards and have earned a reputation of being an investment firm built on trust and experience.
Our approach combines comprehensive financial advice, tailored long-term plans and personalized investments for our clients. As a boutique wealth management firm, we seek to be a trusted partner by providing the accessibility and knowledge you need to confidently achieve, endure, and grow in your financial life. Please reach out to us to discover what we can do for you.
*SHOOK’s research and opinions may not be representative of any one client’s experience. Past performance does not guarantee future results. Use of the ranking, once released, for marketing purposes has been licensed for a fee.
