Disclaimer

NORRIS, PERNÉ & FRENCH LLP d/b/a NPF Investment Advisors (“NPF”) is registered with the Securities and Exchange Commission under the Investment Advisors Act of 1940. All information contained herein is for information purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in states where NPF is registered or where we are excluded from registration or where an exemption from such a registration exists. Representatives of the firm may only conduct business in a state if the firm and its representatives are approved to do business in the state or are exempted from its registration requirements. This presentation does not purport to be a complete description of our performance or investment services. It is not our intention to state or imply in any manner that past results and/or profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.

This website and articles posted herein may include forward-looking statements. All statements other than statements of historical fact are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor. Investment in securities involves the risk of loss of interest and/or initial investment capital. Nothing in this website or articles posted herein is intended to be or should be construed as individualized investment advice. All content is of a general nature. Individual investors should consult their investment adviser, accountant, and/or attorney for specifically tailored advice. Any links to outside content are listed for informational purposes only and have not been verified for accuracy by the Adviser. Adviser does not endorse the statements, services or performance of any third-party vendor without specifically assessing the suitability of a third-party to a client’s or a prospective client’s needs and objectives.

All Contents of this website are copyrighted. 2020 Norris, Perné & French LLP d/b/a NPF Investment Advisors. All Rights Reserved.

Worth

Worth’s Top RIA Firms 2025 list (“the list”) comes from Worth magazine, a publication and online website covering the business and finance industry, which lists its top registered investment advisors based on a number of factors. The factors included in determining the list are AUM over $500 million, predominance of high-net-worth clients, and unbiased advice independent from broker-dealers. The evaluation of firms begins with data from regulatory filings and information gathered through online surveys and interviews. Additionally, data may be gathered through telephone, virtual and in-person interviews with advisors and their teams. The information gathered is weighed against several factors, with a focus on best practices and client approach.  Portfolio performance is typically not a criterion due to varying client objectives and lack of audited data. From the evaluation, a curated list of top firms is identified and published.

NPF Investment Advisors’ inclusion in Worth’s Top RIA Firms 2025 is based solely on the information available through SEC’s online database, EDGAR and other disclosure documents. NPF Investment Advisors did not provide any data used to compile the list of top firms, other than the information that is already publicly available.

Further information for the selection process can be found at: worth.com/leading-advisors/methodology/