We are proud to be recognized as the #3 Top RIA Firm in America by Forbes.
This recognition reflects our unwavering commitment to serving ultra-high-net-worth families and institutions through a differentiated investment platform and bespoke family office experience that extends beyond traditional wealth management.
We are deeply grateful to our clients for the trust and confidence they place in us, and to our incredible team whose dedication makes achievements like this possible.
The awards listed are not an endorsement of any third party to invest with IEQ and are not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing. The Forbes ranking of America’s Top RIA Firms is produced annually (October 2025). The ranking is developed by SHOOK Research and 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 and those that encompass best practices and 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. More information can be found here: https://lnkd.in/eZK4k6i5