Tanglewood Total Wealth Management® named one of the top Registered Investment Advisor firms in 2024 by Forbes
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HOUSTON, Nov. 19, 2024 ~ Houston-based wealth management firm, Tanglewood Total Wealth Management®, has recently been recognized as one of the top Registered Investment Advisor (RIA) firms in 2024 by Forbes. This prestigious ranking, known as the Forbes Top RIA Firms 2024, is a testament to the firm's commitment to providing comprehensive wealth management services.

Founder of Tanglewood, John Merrill, expressed his excitement about this achievement and credited it to the hard work and dedication of his team and the support of their clients. "None of this would have been possible without our talented team and loyal clients who make our work so rewarding," Merrill stated.

With a growing team of professionals and over $1.3 billion in discretionary assets under management, Tanglewood takes pride in serving multigenerational families who have remained loyal to the firm for over 45 years.

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The Forbes ranking of America's Top RIA Firms is developed by SHOOK Research and is based on a thorough evaluation process. This includes qualitative criteria gathered through telephone, virtual, and in-person interviews, as well as quantitative data. The algorithm considers factors such as revenue trends, assets under management, compliance records, industry experience, and best practices when working with clients. It does not take into account portfolio performance due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive any compensation for these rankings.

Tanglewood's methodology and other important disclosures can be found on their website at tanglewoodwealth.com/rankings. The firm is honored to be recognized by such a reputable publication like Forbes and remains committed to providing exceptional wealth management services to its clients.
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