The fourth annual Forbes | SHOOK Top RIA list highlights firms with proven records of safeguarding and growing client wealth. CPC Advisors appears on the list in the top 100 firms nationwide. According to Forbes, “Markets are climbing a wall of uncertainty this year, grappling with sky high valuations, shifting Fed policy and geopolitical instability. Meanwhile corporate earnings and consumer demand have been resilient, and the S&P 500 has gained over 13% so far in 2025. Registered investment advisory firms, which are legally bound by a fiduciary standard to work in a client’s best interest rather than merely finding products that are suitable despite sometimes high commissions, are at the forefront of that effort.”
CPC’s Adele Gipson said, “Everyone in the firm is overjoyed to receive this prestigious recognition. It shows what company pride, hard work and attention to detail can accomplish. Of course, our success is based on our clients’ success – so we thank each and every one of our clients for their long-term trust and confidence in our capabilities. Know that you are like an extension of our family, and that we share this award with you.”
The Forbes ranking of America's Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Firms considered for participation have principals with a minimum of seven years of experience, and the algorithm weights factors including revenue trends, assets under management, compliance records, industry experience, the ability to demonstrate best practices in their approach to working with clients, and their commitment to diversity and philanthropy. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of 10/01/2025) Out of approximately 50,063 nominations, 250 firms received the award. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 10/01/2025. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. This ranking is not based on the services/advice offered by our financial advisors. Compensation provided for using the rating. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/top-ria-firms/?sh=28a77f5d3cd5 for more info.The Forbes
