B|O|S, a leading Bay Area independent wealth management firm, is pleased to announce that Principal, Jennifer Ellison, CFA, was placed #23 by Forbes in the Northern California region on their 2018 Best-In-State Wealth Advisors list.
This year’s Best-In-State Wealth Advisors list spotlights over 2,000 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:
- In-person interviews
- Industry experience
- Community involvement
- Client retention data
- Revenue trends
Read more about the methodology.