B|O|S, a leading Bay Area independent wealth management firm, is pleased to announce that Principal, Aaron Waxman, CPA, CFP® was placed #43 by Forbes in the San Francisco region on their 2019 Best-In-State Wealth Advisors list.
This year’s Best-In-State Wealth Advisors list spotlights over 3,000 top-performing advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.
INSIDE THE RANKINGS
Each state’s list—determined by SHOOK Research—is based on an algorithm of qualitative and quantitative criteria, including:
- Revenue produced
- Compliance records
- Industry experience
- In-person interviews
- Assets under management
Read more about the methodology.