Top Wealth Advisors
Congratulations to Patrick Swift, Matt Liebman, and Aaron Marks for making the 2026 Forbes | SHOOK Research Best-in-State Wealth Advisors list!
This recognition reflects a commitment to thoughtful advice, strong client relationships, and doing the right thing over the long term. The ranking is based on rigorous, in-person due diligence and is not influenced by fees.
Which Billing Model Is Best for RIAs and Their Clients? FAs Weigh In
In a recent piece for Financial Advisor IQ, Patrick Swift discusses the importance of aligning client interests with fee structures. Check out his full perspective at the link below.
Advisors weigh the risks and rewards of adding new business lines
New lines of business can keep clients ‘sticky,’ but they can also be costly and time consuming for advisors trying to run their practices.
Not Everyone Needs to Hire a Wealth Manager, But Many Would Benefit From One: A Framework for Making the Decision.
Within our industry, it is easy to assume that every individual or household should work with a wealth manager. The reality is more nuanced.
Plan Now for Clients’ Long-Term-Care Needs, FAs Say
Long-term-care services are among the many wild cards clients might need to handle, and financial advisors are taking steps to mitigate that risk.
Tis the season to discuss charitable giving, advisors say
The fourth quarter is typically when advisors sit down with clients to discuss charitable donations and a whole lot more.
Forbes Top RIA Firms
We’re proud to share that Amplius has been named one of Forbes’ Top RIA Firms!
This recognition, awarded by SHOOK Research, highlights firms that demonstrate exceptional client service, industry expertise, and best practices in wealth management.
Honored to be named a 5-Star RIA Firm by InvestmentNews!
We’re proud to be recognized as one of the top independent Registered Investment Advisors nationwide—a distinction awarded to a select group of firms delivering exceptional client outcomes and fiduciary-focused service.