Chicago, IL (9 October 2024) – Kovitz Investment Group ("Kovitz"), an investment advisory and wealth management firm based in Chicago, is proud to be named to the Forbes List of America’s Top RIA Firms for a second consecutive year.

“We are incredibly honored to once again be recognized by Forbes as one of America’s Top RIA Firms. This recognition highlights our team's dedication, expertise, and the trust our clients place in us. We are thankful to our clients for their continued trust and our dedicated staff whose hard work and commitment have made this achievement possible.”

Mitch Kovitz, CEO of Kovitz

According to Forbes, RIA’s on this list “have strong track records when it comes to stewarding client wealth and preserving it for the long term.”

This accolade comes at an exciting time for Kovitz, as six firms have joined the team this year, with a seventh on the horizon. These additions underscore Kovitz’s dedication to putting the client first, expanding its national presence, and enhancing investment and service offerings.  

About Kovitz

Kovitz is an independently-managed registered investment adviser providing advisory services since 2003. Based in Chicago, IL, with offices nationwide, Kovitz provides investment management, wealth management, and financial planning services to individuals, institutions, and private funds. The firm manages and advises on approximately $27 billion in client assets as of August 31, 2024. https://www.kovitz.com/

About the Forbes/Shook 2024 Top RIA List

The Forbes ranking of America’s Top RIA Firms (Awarded October 2024), developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Data Compiled by Shook Research LLC based on time period from 3/31/23-3/31/24. No application fee was paid by Kovitz to participate in the ranking, but a fee was paid to license the award logo. More information on criteria can be found here. This ranking is not indicative of the firm’s past or future performance.