Verum Partners Named to Worth's Top RIA Firms 2026
Verum Partners has been named to Worth’s Top RIA Firms 2026, a list from the Worth Leading Advisor program that recognizes registered investment advisory firms serving high-net-worth clients.
For our team, the recognition connects to what we have worked to build: an independent, fee-only advisory firm where thoughtful planning, open communication, and true partnership come first. We are glad to share it with the clients and families who make that work possible.
About Worth’s Top RIA Firms 2026
The Leading Advisor program from Worth uses a selection process built around four benchmarks. Each firm on the list is expected to meet all of them:
- Assets under management of more than $500 million
- A predominantly high-net-worth client base
- A substantial financial planning clientele
- Independence from broker-dealers
The rankings were developed in collaboration with Institutional Shareholder Services (ISS), and the assessments draw on the data firms submit to the SEC in their regulatory disclosures. Those filings are public, and anyone can review them through the SEC’s EDGAR database.
The firms are presented alphabetically, so the list recognizes firms that met the program’s standards and does not assign a numbered rank.
Why Independence and Planning Depth Matter
Two of the benchmarks line up closely with how Verum operates. Independence from broker-dealers means advice is not tied to a product shelf, which supports the fiduciary, fee-only approach we bring to every client relationship.
A substantial planning clientele points to comprehensive planning as the foundation of the work. At Verum, that can include retirement planning, tax strategy, estate planning, equity compensation, and business owner planning, all coordinated by a team of advisers working together.
Our Set the Vision planning process keeps each plan anchored to the goals that matter most to the client. Recognition from a publication like Worth is meaningful, and the day-to-day work of listening and planning remains the part that matters most.
Looking Ahead: Planning Depth and Independence
Verum continues to invest in advisory talent, planning capabilities, and client service so that the firm can serve families and business owners with increasingly complex needs across generations. This recognition is a meaningful milestone, and the work behind it continues with every client conversation.
Read more about the list and view the full set of firms on the Worth website.
Verum Partners LLC was included in Worth’s Top RIA Firms 2026. Firms on the list were identified through the Worth Leading Advisor program as meeting criteria that include more than $500 million in assets under management, a predominantly high-net-worth client base, a substantial planning clientele, and independence from broker-dealers. Assessments are based on data firms submit to the SEC. The list is presented in alphabetical order and does not rank firms. Methodology is available on the Worth website.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
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