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
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.
The 2024 Forbes America’s Top 100 RIAs ranking was awarded in November 2024 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 3/31/23 – 3/31/24. 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.