MJP Wealth Advisors Named to the 2024 Forbes/SHOOK Top RIA Firms List

Barchart · 10/15 08:30

MJP Wealth Advisors, a registered investment advisor and wealth management firm, announced today that it has been named to the 2024 Forbes/SHOOK Top RIA Firms list.

“This recognition is a testament to our team’s relentless commitment to providing personalized service and advice to clients. I want to congratulate our entire team for their work and dedication to making a positive impact on the lives of our clients,” said Brian Vendig, President and Chief Investment Officer, MJP Wealth Advisors. “We are extremely grateful to our clients who have entrusted our team to advise them on financial matters of all kinds, as we approach our 45th year in business.”

Founded in 1981, MJP Wealth Advisors provides wealth management solutions, investment strategies, and financial planning services to high-net-worth individuals, families, and businesses. The firm’s highly customized financial solutions include traditional, bespoke, and alternative investment management strategies to help accumulate and preserve clients’ wealth.

The 2024 Forbes/SHOOK Top RIA Firms list consists of 250 firms collectively managing over $1.6 trillion in assets. SHOOK received more than 46,200 nominations and ranked firms by an algorithm based on qualitative and quantitative factors.

For the full list and additional information, including methodology used, please visit: https://www.forbes.com/lists/top-ria-firms/

About MJP Wealth Advisors

MJP Wealth Advisors is an independent registered investment advisory firm providing comprehensive wealth management solutions and investment strategies to individuals, families, and businesses. The firm was established in 1981 and maintains offices in Farmington and Westport, CT. To learn more, please visit www.mjpwealthadvisors.com.

Brian Vendig, CPA, AIF®, is the President and Chief Investment Officer of MJP Wealth Advisors and has over 25 years of experience in the finance and accounting industries. Vendig manages all facets of the company’s strategic development and operations. As Chief Investment Officer of the MJP Wealth Advisors Investment Committee, he oversees the creation of the firm’s investment strategies and portfolios. Vendig frequently contributes market commentary to media outlets, and has appeared on CNBC, Bloomberg Television, Fox Business Network, CBS News and Yahoo Finance.

Investment advisory and insurance services offered through MJP Associates, Inc. dba MJP Wealth Advisors, a Registered Investment Advisor. Securities offered through Arete Wealth Management, LLC, Member FINRA & SIPC.

Advisors do not pay a fee for placement on the Forbes Top RIA Firms ranking, which is independently determined by SHOOK Research. The ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience.