SAN FRANCISCO, Nov. 28, 2016 /PRNewswire/ -- B|O|S, a leading Bay Area independent wealth management firm, has been named to Forbes' list of Top RIA Firms by 10-Year Growth, placing 37 th. The list recognizes independent financial firms from across the country.
"It has been a privilege to serve Bay Area and Silicon Valley clients, for over thirty years" said Carol L. Benz, Managing Principal and Chief Operating Officer, B|O|S. "To be recognized by Forbes magazine as one of the top independent financial firms in the country is a testament to many years of hard work and complete dedication to our client's financial well-being." To be considered for the ranking, the firm must be a registered investment advisor (RIA), provide wealth management services, and serve individual clients as a primary focus. Firms were chosen because of their independence, commitment to their clients, and ability to grow during a decade of market challenges and rewards. "We are honored to be recognized on Forbes's list of the Top 100 RIAs," said Kevin Dorwin, Managing Principal at B|O|S. "At B|O|S, our core focus is helping our clients achieve their long-term financial goals through a complete picture approach and a disciplined investment process based on academic research, and this honor affirms that mission."