In this episode, Kaitlin and Ben talk about an exciting milestone moment for their firm: being named one of AdvisorHub’s 2025 RIAs to Watch! Ranked #231, BA Schrock Financial Group joins a distinguished group of firms recognized not just for growth, but for balancing scalability, service, and professionalism. Tune in as they reflect on what this honor means, look back on the firm’s humble beginnings, and, most importantly, express their gratitude to the incredible clients and team who made it all possible.
Here’s some of what we discuss in this episode:
📈 How firms are selected for AdvisorHub’s RIA rankings
🏡 How our small-town team earned this recognition
💬 Why we put service and relationships ahead of growth
🤝 BA Schrock’s journey since 2012
Resources for this episode:
See the full list of AdvisorHub’s advisors to watch: https://www.advisorhub.com/advisors-to-watch-ria-2025/
For more, visit us online: https://baschrock-fg.com/
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