We are proud to announce that Grimes & Company has been recognized as a Top RIA by Financial Advisor magazine as part of its annual RIA Survey and Ranking. This marks the 14th time we have been awarded this distinction (dating back to 2012), and we are thankful to our clients and colleagues for the honor.
For more information about this award as well as the methodology behind it, we would encourage you to read the paragraph below as well as the full rankings disclosure at the link concluding this article.
Grimes & Company Wealth Management, LLC (“Grimes & Company”) was named to the Financial Advisor Magazine’s America’s Top RIA for 2026. The “Top RIA for 2026” recognition awarded by Financial Advisor Magazine based on data as of December 31, 2025. The award should not be construed as an endorsement by any client or a guarantee of future investment success. No compensation was paid to obtain this rating, although the firm may have paid licensing or marketing fees to use the award designation Additional disclosures regarding Financial Advisor Magazine’s America’s Top RIA for 2026 rankings can be found here https://www.grimesco.com/industry-recognition/.
View the full rankings here.
Important Disclosure:
Grimes & Company was recognized in Financial Advisor Magazine’s RIA Ranking in July 2012, July 2013, July 2014, July 2015, July 2016, July 2017, July 2018, July 2019, August 2020, August 2021, August 2023, July 2024, July 2025, and July 2026. Candidates for Financial Advisor Magazine’s RIA Survey and Ranking must complete an online survey about the candidate firm’s clients, RIA size, RIA age, services, and growth efforts. With respect to the candidate’s clients, the questionnaire contains inquiries concerning the RIA’s total number of clients and demographics. The questionnaire also inquires as to the candidate’s total assets under management, additional assets, and techniques employed by the candidate firm that promoted or hindered growth to the candidate’s asset base. The questionnaire also contains inquiries concerning the candidate’s registration status as an investment adviser and/or broker-dealer, identification of the candidate’s custodians, and the date of firm’s most recent ADV filing. The questionnaire further asks candidates to provide all services the candidate currently offers its clients. With respect to the candidate’s employees, the questionnaire inquires as to the firm’s total number of employees and the firm’s employee recruitment practices over the preceding three years to completing the survey. With regards to the firm’s growth efforts, the questionnaire inquires as to the candidate’s likelihood of expansion in the three (3) years preceding completion of the survey and in the forthcoming twelve (12) months from the date the candidate completing the survey.
The recognition should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Grimes & Company is engaged, or continues to be engaged, to provide investment advisory services. Grimes & Company did not pay a fee to participate in the survey process or for advertisement materials after the ranking was announced.