12025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbers.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating: 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024. Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com) 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023. Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
22025 Forbes Top Women Wealth Advisors: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). 2022 Forbes Top Women Wealth Advisors: Awarded February 2022. Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21. 2021 Forbes Top Women Wealth Advisors: Awarded March 2021. Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20. 2020 Forbes Top Women Wealth Advisors: Awarded April 2020. Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19. The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
32025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors. Awarded April 2024. Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023. Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022. Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021. Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
4The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
52024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
62023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023; Data complied by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).
72022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data complied by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com).
82021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data complied by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Forbes.com).
92020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data complied by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 (Source: Forbes.com).
102019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data complied by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com).
