Forbes Recognizes Magnus Financial Group in Its Ranking of Top RIA Firms 2023

Magnus Financial Group LLC

Magnus Financial Group LLC, a registered investment advisory (RIA) firm based in New York City, has gained further recognition within the financial services industry after earning a place on Forbes among America's Top RIA firms 2023.

In this ranking, SHOOK Research evaluated 250 RIAs and Magnus Financial Group was one of the approximately 160 firms ranked with over $1.1 trillion of cumulative assets under management as of December 2022.

Michael Schwartz, CFP®, AEP®, CEO of Magnus Financial Group, said in a statement, “We are honored to be recognized by Forbes and be listed in its ranking of RIAs,” adding, “Being highlighted among many fine firms is appreciated and motivates our team to continue to provide high-level service to our clients.”

SHOOK receives nominations from the financial services industry and then accepts advisors who meet pre-determined minimum thresholds and acceptable compliance records. SHOOK received nearly 42,643 nominations—advisors who meet SHOOK’s thresholds. 23,100 of these nominees then took an online survey and the ranking recipients were then determined.

The full methodology can be viewed online.

About Magnus Financial Group:

Magnus Financial Group LLC is an SEC-registered, independent investment advisory firm located in New York City. Magnus provides customized wealth management and financial planning services for clients in all phases of their lives. As an independent RIA, Magnus provides high-quality service with a personalized client approach. Magnus was founded in 2017 and consists of a team of wealth advisors and personnel that supports a variety of departments including investment and insurance operations, research and trading, compliance and marketing.

For more information on Magnus Financial Group and our services, visit our website at

Source: Magnus Financial Group LLC