Donaldson Capital Management Recognized by Forbes as one of America’s Top RIA Firms for 2024

Donaldson Capital Management (DCM), an independently owned registered investment advisory firm with more than $3.2B in assets under management, has been recognized by Forbes as one of America’s Top RIA firms for 2024.

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Donaldson Capital Management Recognized by Forbes as One of America's Top RIA Firms for 2024 (Photo: Business Wire)

“We are honored to be recognized for the commitment our entire team shows to serving our clients with excellence. Every day, we aim to do the right thing and make a lasting impact on the lives of our clients,” said Sarah Moore, CFP®, President of Donaldson Capital Management. “We continue to grow because of the trust our clients place in us. As we approach our 30th year of business, we are grateful to celebrate this success with the best clients in the business.”

On October 8, 2024, Donaldson was named by Forbes as America's Top 250 RIA Firms in 2024, selected from more than 46,200 registered advisory firms. No compensation was provided to Forbes or SHOOK Research to obtain inclusion on the list, but there is a licensing fee to utilize the Forbes Top 250 RIA logo in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found at https://www.forbes.com/lists/top-ria-firms/.

About Donaldson Capital Management

Donaldson Capital Management takes pride in celebrating over 29 years dedicated to crafting exclusive investment strategies, coupled with thoughtful financial guidance for individuals, families, non-profits, and retirement plans that require dependable and growing income. With over 300 years of combined advisory experience, the team at Donaldson seeks to ensure clients can live the life they want.

This communication was prepared by Donaldson Capital Management, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Donaldson Capital Management, Form ADV Part 2A & 2B can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.

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