In this episode, Kaitlin and Ben talk about an exciting milestone moment for their firm: being named one of AdvisorHub’s Top 250 RIAs to Watch in 2025! Ranked #231, BA Schrock Financial Group joins a distinguished group of firms recognized not just for growth, but for balancing scalability, service, and professionalism.

Ben discusses what it means to receive this honor as a smaller, independent firm competing with much larger organizations. They break down AdvisorHub’s unique selection process and reflect on their humble beginnings in 2012 to becoming a trusted name in Medina County. Most importantly, they express gratitude for their loyal clients who have placed their trust in the firm and for the dedicated BA Schrock team who made this recognition possible.

Here’s some of what we discuss in this episode:

📈 How firms are selected for AdvisorHub’s Top 250 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:

AdvisorHub’s Top 250 list: https://www.advisorhub.com/advisors-to-watch-ria-2025/

 

 

For more, visit us online: https://baschrock-fg.com/