Recognition and Awards

We are proud to announce our placement on the SHOOK/Forbes Top RIA List for 2024! This firm wide award recognizes the work of the entire Flaharty Team, celebrating the exceptional service delivered by all of our Financial Advisors and thus our hard working support team. 

This recognition feels especially important as we strive to be the firm you "would recommend to a friend or family member" which is part of the Forbes evaluation process. They state in the evaluation process that "Quality is first" and we feel this honor speaks to the dedication to quality we strive for at Flaharty Asset Management. 

Data provided by SHOOK®Research, LLC. Data as of 3/31/24 Source: Forbes.com (October, 2024). Forbes America’s Top RIA Firm's ranking was developed by SHOOK Research. RIA Firm refers to those that are registered directly through the SEC as a registered investment advisor, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

It's been a whirlwind couple of weeks for the Flaharty Asset Management team. Forbes/Shook announced the Best-In-State wealth Advisor list for 2024 and we are proud to be ranked #3 in the state of Florida. We are truly blessed to have an amazing group of clients that have helped us reach this milestone, as well as a selfless team in our offices who have made all this possible. 

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

We are excited to share that our CEO and Managing Partner, Shon Flaharty, has been named to Forbes 2023 Best-In-State Wealth Advisor list. This would not have been possible without the trust of our clients in our entire team at Flaharty Asset Management. We remain honored to support you in your pursuit of your financial goals. 

Barron's Top 1200 Financial Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Awarded to Shon Flaharty.

Barron's Top 1200 Financial Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Awarded to Shon Flaharty.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. Awarded to Shon Flaharty. Financial Times 400 Top Financial Advisers minimum criteria: Financial advisors managing at least $300 million in assets and more than 10 years’ experience. Selected based on six criteria including: assets under management, asset growth, compliance record, experience, credentials and online accessibility. Awarded to Shon Flaharty.