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. 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. The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year.
Rankings based on data as of September 30 of prior year. *Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. For more information, please see SHOOK is a registered trademark of SHOOK Research, LLC. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. Past performance is not an indication of future results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations and quantitative criteria, such as: assets under management and revenue generated for their firms. Rankings based on data as of June 30 of prior year.ĭata provided by SHOOK® Research, LLC. *Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan – April. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes 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. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Investment performance is notĪ criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Of 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. America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure Rankings based on data as of Mar 31 - June 30 of current year.ĭata provided by SHOOK® Research, LLC. *Source: The Forbes “America’s Top Wealth Advisors” list, published annually Aug – Oct.
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