Harbor Investment Advisory
on November 22, 2022 / in Press Release

Harbor Investment Advisory Named to Forbes 2022 Inaugural List of America’s Top 100 RIA Firms

October 25, 2022 – Lutherville, MD – Harbor Investment Advisory, LLC (“Harbor”) is pleased to announce it has been named to Forbes Magazine’s inaugural America’s 100 Top RIA List.

The list recognizes the top independent Registered Investment Advisor (RIA) firms from across the U.S., as identified by an independent firm, SHOOK Research. Based on the SHOOK Research Methodology, Harbor was selected from a pool of over 36,000 nominations. Nominees were screened based on industry experience, assets under management, and the firm’s compliance record, among other criteria. After narrowing the list based on its ranking algorithm, SHOOK Research conducted over 15,000 telephone interviews, over 3,000 in person interviews at the advisor’s location, and over 1,300 virtual interviews, to select the Top 100 firms.

Harbor is proud and humbled to have been selected as one of America’s Top 100 RIAs. “We are so pleased that Forbes/Shook Research has recognized our firm’s commitment to its clients and our culture of excellence. Being included on this list is a tremendous honor. It is a privilege for me to work with such an amazing group of professionals who care so much for clients and who deliver thoughtful, intelligent advice, while providing a world-class client experience,” said Fred Hill, Harbor’s CEO & Managing Principal.

 

About Harbor Investment Advisory, LLC

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.

2:35 pm

Veteran Advisor Joins Harbor Investment Advisory

Harbor Investment Advisory, LLC is pleased to announce that Debbie W. Cameron has joined the…

Read More
12:40 pm

Wealth Management Group Joins Harbor Advisory

Lutherville, Maryland, July 28, 2017 - Harbor Investment Advisory, LLC ("Harbor Advisory"), is pleased to…

Read More
6:44 pm

C. Russell Ward and J. Thomas Halleron Named to FT 401 Top Retirement Plan Advisers

   C. Russell Ward and J. Thomas Halleron of the Ward Halleron Group, Harbor Investment…

Read More

Business Continuity PlanPrivacy PolicyForm ADV Part 2AForm ADV Part 2A Wrap FeeForm CRSRegulation BIFINRA BrokerCheckMember FINRAMember SIPC

© 2022 Copyright by Harbor Investment Advisory, LLC
All rights reserved to site content. Website by PinkPoint Media