We are humbled and grateful to be appointed in the second annual Forbes/Shook Top RIA list, which recognizes the top 250 advisory firms in America out of an impressive 42,643 nominations received! The comprehensive selection process involves rigorous evaluations, including qualitative and quantitative metrics such as years of experience, assets under management, client retention rates, and a strong fiduciary model.

This recognition highlights Lake Street’s commitment to excellence, comprehensive client experience, and robust service model, reflecting our team’s dedication to delivering top-notch wealth management solutions. Kudos to the entire Lake Street team for this outstanding achievement!