Tom Ruggie Ranked No. 1 in North Florida
by Forbes Best-in-State Wealth Advisors 2024
7th time for independent RIA and Family Office Founder – every year since recognition’s inception
We’re excited to announce that Tom Ruggie, ChFC®, CFP®, founder and CEO of Ruggie Wealth Management and Destiny Family Office, both Destiny Wealth Partners firms, has earned the No. 1 spot in North Florida in the Forbes/SHOOK 2024 Best-in-State Wealth Advisors ranking. Ruggie has been included in this prestigious list of the nation’s top advisors for seven consecutive years—every year since the ranking’s inception. In 2023, Destiny Wealth Partners, which surpassed $1B in managed assets, was also recognized among Forbes 250 Fastest-Growing RIA Firms.
“We are honored to be recognized by industry leaders such as Forbes and SHOOK Research alongside an exceptional group of industry peers and professional colleagues,” said Tom. “Our rise to the top of the list of North Florida’ leading firms, is both humbling and a result of the dedication and commitment of our entire team. I couldn’t be prouder of them. I believe our ongoing presence in this annual ranking speaks to the depth and breadth of our capabilities, to our refusal to be complacent and to strive for the continuous self-improvement of our team, our services, our infrastructure and technology, and to our unwavering focus on putting our clients first in everything we do.”
Ruggie is an entrepreneur who enjoys spending his time helping clients solve problems inherent in their financial and business situations, and giving them back the time and peace of mind they need to pursue the things they are most passionate about.
He began his career in 1991, and subsequently founded Ruggie Wealth Management. In 2016, he founded Destiny Family Office to bring high-impact “single-family” office capabilities and services to his ultra-high-net-worth client families, helping these wealth creators, wealth inheritors and their families overcome the challenges that come from managing significant resources.
Destiny Family Office provides access to sophisticated traditional, alternative, direct, and co-investment management solutions. An avid collector, Ruggie has earned deepening prominence in the collectibles space, helping other top-tier collectors incorporate their collections in every part of their financial, tax and wealth transfer planning.
In 2023, Boca Raton-based Nichols Wealth Partners also joined Destiny Wealth Partners.
About Forbes and SHOOK Research: Forbes/SHOOK Research Best-in-State Wealth Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including interviews, years of experience, client retention, compliance records and assets under management. SHOOK “scours the financial services industry—advisory firms, banks, brokerages, custodians, insurance companies, and clearing houses, among others—for nominations”. To date, 44,990 nominations have been received. Of these, 23,876 advisors were invited to complete the online survey, 20,412 telephone interviews were conducted, 4,926 in-person interviews took place at advisors’ offices, and 1,507 virtual interviews were scheduled. 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.
Recognitions are specific to Tom Ruggie, ChFC®, CFP®. Listing in any publication is not a guarantee of future investment success. These recognitions should not be construed as an endorsement of the advisor by any client. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Barron’s rankings are based on factors including assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
Additional disclosures and important information at www.ruggiewealth.com/disclosures.