Barron's Top 1,200 Financial Advisor
Awarded 3/2025
Barron's “Top 1,200 Financial Advisors” list, based on data from 9/30/2024. The ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors' practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Neither Barron’s nor Dow Jones Company receive a fee in exchange for rankings. Rankings and recognitions from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.
The full methodology can be viewed here.
Forbes Best-in-State Wealth Advisors list
Awarded 4/2025
Forbes “Best-in-State Wealth Advisors” list, based on data from 9/30/2024. The ranking for this list by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Forbes is a trademark of Forbes Media LLC. All rights reserved. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Rankings and recognitions from Forbes/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.
The full methodology can be viewed here.
Forbes Top RIA Firms
Awarded 10/2024
The Forbes ranking of America’s Top RIA Firms, based on data from 3/31/24, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best 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 nor SHOOK receive a fee in exchange for rankings. Rankings and recognitions from Forbes/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.
The full methodology can be viewed here.
