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What’s in an RIA Firm’s Name?

Updated: Oct 2, 2024





Our Founding Partner and CIO, Mike Durso, spoke with Financial Advisor IQ to discuss the process of choosing the ShoreHaven Wealth Partners name before launching into independence, and the importance and impact behind choosing a new name for your RIA firm.







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200 RIAs to Watch in 2024

Advisors to Watch 2024 ​The AdvisorHub Advisors to Watch ranking was published in June 2024. Advisors with a minimum AUM of $150 m and seven years of experience were nominated and considered.  The rankings were based on year-over-year growth, the size of the practice, and professionalism. No compensation was considered for this ranking.

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