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Goldline Research is an independent company that was founded in 2004 with a goal of findng high quality, dependable, local service providers for consumers. Their research process includes client references, surveys, and interviews to evaluate tens of thousands of service providers each year in numerous industries. In 2008 Goldline Research listed Retirement Investment Advisors, Inc. as one of The Ten Most Dependable™ Wealth Managers of the Central U.S. This recognition was featured in the May 19, 2008 issue of Forbes Magazine. Goldline Research listed the firm again in 2009 as 2009 Leading Providers Wealth Managers of the Central United States, which appeared in the Special Issue of Forbes Investment Guide.

Wealth Manager magazine annually publishes their wealth manager list and Retirement Investment Advisors, Inc. is proud to be the only firm in Oklahoma to appear for the seventh consecutive year. Firms that made the list must be registered investment advisors (RIAs), offer financial planning services, and 50% of their clients must consist of "individuals" or "high-net-worth individuals" as defined by the Securities and Exchange Commission. Assets under management divided by the number of client relationships determined the ranking. To see the entire Wealth Manager article, go to www.wealthmanagermag.com.

Financial Advisor magazine's RIA Survey included Retirement Investment Advisors for the fifth consecutive year. The survey is a ranking of independent registered investment advisory firms based on their percent change in assets under advisement between December 31, 2008, and December 31, 2009. To be eligible, firms had to 1) be registered as an advisor with the Securities and Exchange Commission; 2) offer financial planning services; 3) have predominantly individual clients; and 4) have at least $50 million in assets under management

In addition to the awards and recognitions listed above Retirement Investment Advisors, Inc. is proud to have been recognized over 30 times in national publications for various reasons. The following is a list of some of those publications:

  • Named Among the Top Advisors in America 29Times
  • Worth Magazine, October 1996
  • Worth Magazine, October 1997
  • J.K. Lasser's Estate Planning for Baby Boomers and Retirees, 1998
  • Medical Economics, July/August 1998
  • Worth Magazine, September 1998
  • Worth Magazine, September 1999
  • Medical Economics, November 1999
  • Medical Economics, August 2000
  • Worth Magazine, September 2001
  • Worth Magazine, July/August 2002
  • Medical Economics, December 2002
  • J.K. Lasser's New Rules for Estate & Tax Planning, 2002
  • Bloomberg's Wealth Manager, July/August 2003
  • Robb Report Worth Magazine, January 2004
  • Bloomberg's Wealth Manager, July/August 2004
  • Robb Report Worth Magazine, October 2004
  • Medical Economics, November 2004
  • Bloomberg's Wealth Manager, July/August 2005
  • Worth Magazine, October 2005
  • Guide to America's Best Financial Planners, 2005/2006
  • The Best of the U.S., Inc., 2006 (www.bestofus.com)
  • Bloomberg's Wealth Manager, July/August 2006
  • Financial Advisor, July 2006
  • Guide to America's Best Financial Planners, 2006/2007
  • The Best of the U.S., Inc., 2007 (www.bestofus.com)
  • Financial Advisor, July 2007
  • Bloomberg's Wealth Manager,July/August 2007
  • Guide the America's Best Financial Planners 2007/2008
  • The Best of the U.S., Inc., 2008 (www.bestofus.com)
  • Goldline Research's Top Ten Most Dependable Wealth Managers of the Central U.S., featured in Forbes, May 19, 2008
  • Financial Advisor, July 2008
  • Wealth Manager, July/August 2008
  • Guide to America's Best Financial Planners 2008/2009
  • The Best of the U.S., Inc., 2009 (www.bestofus.com)
  • Goldline Research's 2009 Leading Providers Wealth Managers of the Central U.S., featured in the Special Issue of Forbes 2009 Investment Guide
  • Financial Advisor, July 2009
  • Wealth Manager, July/August 2009
  • Oklahoma Magazine, September 2009

 

Recognition from these publications does not imply their endorsement of Retirement Investment Advisors, Inc

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