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*The Forbes Best-in-State Wealth Advisors 2024, 2023, 2022 and 2021 ranking, developed by Shook Research, is based on in‐person and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, review of compliance records, community involvement, firm nominations, and quantitative criteria, including: assets under management and revenue generated by the firm. This rating is based on the period from 6/2022 to 6/2023 for 2024 Award, 6/2021 to 6/2022 for 2023 Award, 6/2020 to 6/2021 for 2022 Award and 6/2019 to 6/2020 for 2021 Award and are released on the following April each year thereafter. The Forbes Best in State Wealth Advisors rating does not guarantee future performance outcomes and does not ensure that a client or prospective client will experience a higher level of performance or result. There is no payment given to qualify or receive this rating. However, there is a user fee paid to use the Forbes Best in State Logo(s). |
