B|O|S, a leading Bay Area independent wealth management firm, is pleased to announce that Principal, Aaron Waxman, CPA, CFP® was placed #42 in the San Francisco region on Forbes’ 2020 Best-In-State Wealth Advisors list.
This year’s Best-In-State Wealth Advisors list spotlights more than 4,000 top advisors across the country who were nominated by their firms—and then researched, interviewed, and assigned a ranking within their respective states and markets.
INSIDE THE RANKINGS
Each state’s list —determined by SHOOK Research— is based on an algorithm of qualitative and quantitative criteria, including:
Assets under management
Read more about the methodology.