Barron's Top 1,500 Financial Advisor
Awarded 3/2026
The Top 1,500 Financial Advisors ranking issued by Barron's on 3/2026 based on data from 9/30/2025 was awarded to the top advisors organized by state . The financial professional applied for the recognition. Criteria used to determine the winners included assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Over 7,000 advisors were considered for this honor. No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
The full methodology can be viewed here.
Forbes Best-in-State Wealth Advisors list
Awarded 4/2026
The Top Wealth Advisors Best-in-State issued by Forbes/SHOOK Research in April 2026 based upon data as of June 30, 2025, awarded to the top advisors organized by state, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like client impact, industry experience, client retention, review of best practices, credentials, compliance records, firm nominations, assets under management, and revenue generated for their firms. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited performance reports. 29,109 advisors were considered for this honor and 39% were selected. No fee was paid for the nomination or receipt of this award. However, the FP did pay for enhanced features on their online profile to promote this award. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
The full methodology can be viewed here.
Forbes Top RIA Firms
Awarded 10/2025
The America’s Top RIA Firms issued by Forbes/SHOOK Research in October 2025 based upon data as of March 31, 2025 was awarded to firms who have a minimum of 7 years as an advisor for at least 1 partner/principal. The ranking algorithm includes a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. 46,212 nominations were considered for this honor and 250 were selected. No fee was paid for the nomination, receipt, or promotion of the award. OR Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
The full methodology can be viewed here.
