Pallas Capital propels forward on Forbes America’s Top RIA Firms list

BRAINTREE, Mass., Oct. 25, 2023 /PRNewswire/ — Pallas Capital Advisors, LLC (“Pallas Capital”), is delighted to announce its noteworthy achievement of earning a spot within the top 50 on the Forbes America’s Top RIA Firms list. Among more than 15,000 RIAs in America, this recognition underscores the remarkable growth, dedication, and expertise exemplified by Pallas Capital, a prominent independent financial planning and investment advisory firm.

For the second year in a row, Pallas Capital has been featured in this prestigious ranking by Forbes. The firm’s ongoing inclusion and positive progress on the esteemed list continue to demonstrate the firm’s growth initiatives and dedication to delivering high-quality financial services to all clients.

The Forbes rankings are based on industry experience, client retention, assets under management, revenue trends, and compliance records and are based on data gathered by Forbes/Shook Research for the year ending March 31, 2023. Neither Pallas Capital Advisors nor its advisors pay a fee in exchange for these rankings.

Charles Evangelakos, Founding Partner, and CFO, said, “Claiming our spot within the top 50 firms and moving up from last year highlights Pallas Capital’s ability to adapt and thrive in the ever-changing financial landscape. This recognition speaks to our team’s unwavering dedication to meeting the diverse financial needs of all our valued clients.”

“When we founded Pallas Capital a little over four years ago, we knew that we had the potential to share our offerings and expertise far beyond our clients. Pallas, crafted by advisors for advisors, fosters a culture of trust, transparency, and a passion for preserving and growing clients’ wealth through our innovative platform,” shared Chief Growth Officer and Founding Partner Greg Boyle.

Pallas Capital remains focused on its mission to empower clients with personalized financial strategies and innovative solutions that drive financial success and meet their goals. The recognition from Forbes further motivates our team to continue our efforts to deliver the highest level of service and expertise.

If you are interested in connecting with any of Pallas Capital’s advisors to learn how we can help optimize your wealth planning or assist in evaluating your business exit strategy, please contact Taylor McCormack at pallas@pallascapitaladvisors.com.

If you are an advisor considering making the move to independence, please visit us at https://pallascapitaladvisors.com/for-advisors/ to learn the additional ways that Pallas Capital is innovating the art and science of modern financial planning.

Important Disclosures

Advisory services offered through Pallas Capital Advisors, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where Pallas Capital Advisors and its representatives are properly licensed or exempt from licensure.

Rankings and recognition from Forbes does not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor. For additional information please visit https://www.forbes.com/sites/rjshook/2023/10/10/methodology-americas-top-ria-firms-2023/?sh=327fa1bae26d

Media Contact and Interview Requests:
Taylor McCormack, Marketing & Communications
781-971-5052
taylor@pallascapitaladvisors.com

SOURCE Pallas Capital Advisors

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Advisory services are only offered to clients or prospective clients where Pallas Capital Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pallas Capital Advisors unless a client service agreement is in place.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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