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.”
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.