Tanglewood Total Wealth Management® Named to Forbes’ List of America’s Top RIA Firms
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7:42 AM on Tuesday, October 28
The Associated Press
HOUSTON, Texas--(BUSINESS WIRE)--Oct 28, 2025--
Tanglewood Total Wealth Management®, a Houston-based independent advisory firm managing $1.5 billion in assets, is proud to announce its recognition on the 2025 Forbes list of America’s Top RIA Firms, marking the firm’s second consecutive year on the national ranking.
“We appreciate this acknowledgment of the rigorous process and professional standards that guide our work,” said John Merrill, founder and president of Tanglewood Total Wealth Management. “Over more than four decades, we’ve refined an approach that combines detailed planning with disciplined investment management that consistently delivers clarity and confidence to our clients in an increasingly complex financial world.”
Released on Oct. 1, 2025, the Forbes Top RIA Firms list evaluated more than 50,000 registered advisory firms across the country. The ranking, developed by SHOOK Research, incorporates a combination of qualitative and quantitative factors, including industry experience, best practices, and compliance records. No fees were paid for participation or inclusion, though firms may license the Forbes Top RIA Firms logo for marketing purposes. Full methodology is available at forbes.com/lists/top-ria-firms.
About Tanglewood Total Wealth Management®
Tanglewood is an independently owned, SEC-registered investment advisor located in Houston, Texas. The firm provides professional money management and a full suite of comprehensive wealth planning services to institutional, high net worth, and ultra-high net worth clients. To learn more visit: http://tanglewoodwealth.com
View source version on businesswire.com:https://www.businesswire.com/news/home/20251028043713/en/
CONTACT: Media Inquiries:
Gregory FCA for Tanglewood Total Wealth Management
Kerry Davis
KEYWORD: UNITED STATES NORTH AMERICA TEXAS
INDUSTRY KEYWORD: PERSONAL FINANCE ASSET MANAGEMENT PROFESSIONAL SERVICES FINANCE
SOURCE: Tanglewood Total Wealth Management
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PUB: 10/28/2025 10:42 AM/DISC: 10/28/2025 10:42 AM
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