B|O|S, a leading Bay Area independent wealth management firm, is pleased to announce that Principal, Aaron Waxman, CPA, CFP® was placed #19 in the San Francisco region on Forbes’ 2021 Best-In-State Wealth Advisors list.

This year’s Best-In-State Wealth Advisors list spotlights more than 5,000 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 advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.

Read more about the methodology.