From Forbes: “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.”

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.