Sarasota firm recognized among Fastest-Growing RIAs

Forza Wealth Management, a fee-only, SEC Registered Investment Advisor (RIA) based in Sarasota, Fla., was honored to learn that it had been recognized by InvestmentNews as one of the Fastest-Growing Fee-Only RIAs in the United States in 2024. Forza was ranked 15th out of the 24 firms listed in the “Under $500 Million” category and one of only three Florida firms of the 74 total firms recognized from throughout the U.S.

“We are thrilled about this recognition,” said Forza founder Michael DeMassa, CFA, CFP®. “We have been very strategic about our growth, in order to ensure we are providing the best possible service for and attention to our clients. We look forward to many more years of service and helping more families reach their financial goals.”

This was the second year that InvestmentNews has compiled the Fastest-Growing RIAs list, which is based on data reported to the Securities and Exchange Commission on form ADV. There are numerous criteria that must be met for a firm to be considered.

The 74 firms that make up InvestmentNews’ Fastest-Growing Fee-Only RIAs of 2024 oversee a combined $212 billion in assets under management (AUM). None of them receive commissions or are actively engaged in business as broker-dealers, meaning their sole motivation is overseeing clients’ best interests. However, what earned them their prestigious place on the list was their three-year growth rate (from July 2021 to July 2024). The average growth rate across all winners was 210.3 percent; from July 2021 to July 2024, Forza’s growth rate was 225.8 percent.

Forza Wealth Management stands out in the industry for its commitment to a fee-only, fiduciary model. With a focus on independent decision-making and customized portfolio management, Forza brings a transparent approach to wealth stewardship. By leveraging best-in-class technology and the insights of an experienced advisory board, the firm is dedicated to delivering direct access to the decision makers.

For more information about Forza Wealth Management, visit forzawealth.com or call 941-203-3748.

About Forza Wealth Management
Based in Sarasota, Florida, Forza Wealth Management is a fee-only, SEC-Registered Investment Advisor (RIA) specializing in investment management and financial planning for clients with investable assets over $1 million. Dedicated to fiduciary excellence and full transparency, Forza's team of highly credentialed professionals provides strategic financial solutions powered by a best-in-class technology platform and backed by deep industry expertise. Visit forzawealth.com or call 941-203-3748.