Blue Chip Partners (“Blue Chip”), an award-winning, independent Registered Investment Advisor (RIA) and comprehensive wealth management firm located just outside of Detroit, was recently named one of the top RIA firms in Michigan by Forbes and SHOOK Research.
In the 2023 list of America’s Top RIA Firms, Blue Chip was ranked #10 in Michigan and #215 nationally. Earlier this year, CEO Robert Steinberg and Managing Partner Dan Seder were included in Forbes‘ 2023 list of Best-in-State Wealth Advisors, ranking #17 and #18 respectively in the state of Michigan.
“Being included in this industry-leading ranking is a huge honor for us,” said Robert Steinberg, Founder and CEO of Blue Chip Partners. “Special thanks to our awesome team members who provide such excellent service to our clients and allow us to qualify for awards and rankings like this.”
The Forbes ranking of America’s Top RIA Firms, 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, leadership and senior principals, and other factors that encompass best practices and a firm’s approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
To see Forbes’ full list of America’s Top RIA Firms, please click here. To see the full ranking methodology, please click here.
BLUE CHIP PARTNERS LAUNCHES NEW PODCAST AND INVESTMENT REVIEW SERIES
As part of Blue Chip’s mission to educate clients, consumers, and investors, the firm recently launched two new educational content series. The first is the Blue Chip NOW! podcast, a weekly market analysis podcast hosted by Seder, Director of Investments Daniel Dusina, CFA, and Partner and Senior Financial Advisor Matt Mondoux, CFA, CMT, CFP®.
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