Harbor Investment Advisory Recognized as One of Forbes’ Top 100 RIA Firms of 2024
Baltimore, MD – For the third year in a row, Harbor Investment Advisory has earned a prestigious place on Forbes’ list of America’s Top 100 Registered Investment Advisor (RIA) Firms for 2024. This recognition reflects Harbor’s exceptional experience, substantial assets under management, and impeccable compliance record, as evaluated through the rigorous SHOOK Research Methodology. The selection process spanned more than 46,000 RIAs nationwide, incorporating over 21,000 telephone interviews, 5,000 in-person interviews, and 1,500 virtual interviews to identify the industry’s top performers.
Founded to redefine client-focused investment services, Harbor Investment Advisory emerged from a vision shared by a group of advisors determined to transform the industry. This mission, born from a strategic divestiture, aimed to close gaps in the traditional investment approach by delivering a personalized, client-first experience.
Fred Hill, CEO and Managing Principal of Harbor Investment Advisory, reflected on the firm’s recognition:
“We founded Harbor to deliver something better—a client-first approach built on trust, independence, and thoughtful advice. Being named to Forbes’ Top 100 RIA Firms for the third year in a row is a powerful affirmation of that vision and a tribute to the dedication of our team. I’m incredibly proud of what we’ve built and grateful for the clients who place their trust in us every day.”
About Harbor Investment Advisory, LLC
Harbor is dually registered as a broker-dealer and investment adviser with the Securities and Exchange Commission. It is a member of FINRA and SIPC. The firm is an employee-owned, full-service broker-dealer and investment and wealth advisory firm focused on serving the needs of high net-worth clients, family entities, and institutions. Harbor provides comprehensive wealth management solutions for clients seeking objective and customized advice. As a private and independent firm, Harbor utilizes a broad spectrum of resources from many of the world’s premier research, analytical, and asset management firms. Harbor uses Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, for integrated custody, safekeeping, and servicing of client assets.
The Forbes Top RIA Firms award does not consider portfolio performance when evaluating firms for the award. Neither the RIA firms nor their employees pay a fee to Forbes/ SHOOK Research in exchange for inclusion in the RIA Ranking. Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation.
Visit www.HarborLLC.com