Chad – Best-in-State Wealth Advisor 2021
*The Forbes ranking of the 2021 Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors nominated by their firms, with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. 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. Recipients do not pay a fee to become eligible for the award. See https://bit.ly/3aDU0rZ. For additional detail on the criteria Forbes used for the ranking, see https://bit.ly/3sWt6BN.
Jake – Best-in-State Next Generation Wealth Advisors 2019
*The Forbes ranking of America’s Top Next Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in 1980 or more recently, with a minimum of four years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. 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. Recipients do not pay a fee to become eligible for the award. See https://bit.ly/3tYDslV. For additional detail on the criteria Forbes used for the ranking, see https://bit.ly/3gIXUUq.
Jake, Forbes/SHOOK America’s Top Next-Generation Wealth Advisors 2018
*The Forbes ranking of America’s Top Next Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in 1980 or more recently, with a minimum of four years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. 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. Recipients do not pay a fee to become eligible for the award. See https://bit.ly/2R5kzz7. For additional detail on the criteria Forbes used for the ranking, see https://bit.ly/2R6rRmf.
