Joining Forum Financial

At Forum Financial Management, everything we do — from our ownership model to the client experience we help you provide —is built by advisors, for advisors. We know that every advisor must prioritize client-facing activities above everything else. After all, the foundation of your success is providing quality service to existing clients and enrolling new ones. The same efforts that define your success are the priorities of our incredible team and technological investments: it is all about you.

Our Results in Numbers

+19%

Annualized Growth

3,800+

Clients

30+

Offices Nationally

*Represents annualized growth rate in AUM from 2014-2019

Do You Have To Start an RIA To Be an Entrepreneur?

The path to entrepreneurship can start inside Forum Financial Management. It is a path many advisors do not realize exists. As an independent advisor of Forum you can:

  • Effectively own your client practice
  • Use our centralized operations capability
  • Leverage our client services team until you are ready to hire locally
  • Associate yourself with the prestige of the Forum brand and our years of experience and knowledge

Ownership

Own your RIA within Forum Financial, proportional to the revenue you generate

Locally Managed

Manage your local office staff and junior advisors

Shared Costs

Share RIA overhead expenses proportional to revenue

Profit

Gain credit from profit generated by RIAs and Forum advisors

Efficiency

Benefit from our licensing technology and available resources

Breathtaking Moments

Steve Senesac on how he found more time for his pursuits after becoming a Forum advisor.