Harbor Investment Advisory Recognized as One of Forbes’ Top 100 RIA Firms of 2025

Baltimore, MD – Harbor Investment Advisory is honored to once again be recognized among Forbes’ list of America’s Top 100 Registered Investment Advisor (RIA) Firms for 2025. This marks the fourth consecutive year the firm has earned a place on the prestigious ranking, a distinction that highlights Harbor’s continued growth, unwavering client focus, and operational excellence.

The annual list, compiled by SHOOK Research, represents the culmination of a highly selective evaluation process. From more than 50,000 RIAs nationwide, candidates undergo thousands of interviews and in-depth reviews of experience, regulatory records, and business practices. Harbor’s inclusion reflects both the strength of its team and its ability to deliver thoughtful, personalized financial guidance in an ever-evolving marketplace.

With the growing shift of investors toward independent registered investment advisors, the industry is becoming increasingly refined to meet client expectations—making Harbor’s consistent recognition among the nation’s top firms all the more significant.

“Our mission from the beginning has been to create a firm where the client always comes first,” said Fred Hill, CEO and Managing Principal of Harbor Investment Advisory. “Earning a place on Forbes’ Top 100 RIA Firms list again this year is a testament to our advisors’ dedication to building meaningful relationships and helping clients achieve their long-term goals. This recognition fuels our passion to continue elevating the standard of service we provide.”

Founded with the vision of reshaping wealth management, Harbor remains an independent, employee-owned firm that brings together deep expertise and global resources to serve individuals, families, and institutions. From its headquarters in Lutherville, Maryland, Harbor continues to expand its reach, guiding clients across the country and internationally in pursuit of their financial and life aspirations.

About Harbor

Founded in 2009, Harbor Investment Advisory is a nationally recognized full-service investment and wealth management firm serving high and ultra-high net worth private clients, family offices, non-profit organizations and corporate retirement plans. Visit www.HarborLLC.com for more information.

Media Contact

Kelly Korzenewski  kkorzenewski@harborllc.com

The 2025 Forbes America’s Top 100 RIAs ranking was awarded in October 2025 based on an evaluation process conducted by SHOOK Research LLC in partnership with Forbes. Neither Harbor Advisory nor its representatives paid a fee to Forbes/SHOOK Research LLC to be included in the ranking. To the extent Harbor Advisory uses the Forbes/SHOOK Research logo after the rankings were published, Harbor Advisory pays a fee to Forbes/SHOOK Research for the use of its logo. This ranking is based on evaluation of the firm’s client retention, industry experience, compliance records, assets under management, and other criteria during the period 3/31/24 – 3/31/25. Investment performance is not a criterion. Rankings are based on Forbes/SHOOK Research LLC’s opinions and may not be representative of any one client’s experience. For more information see www.SHOOKresearch.com.