Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research.

Forbes Lists

#11
Pennsylvania
Data provided by SHOOK® Research, LLC. Data as of 3/31/24 Source: Forbes.com (August, 2024). SHOOK considered advisors born in 1985 or later with a minimum 4 years as an advisor.
#143
Pennsylvania - East PA (High Net Worth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#18
Pennsylvania
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.

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A Fed rate cut is a virtual certainty, but the size of the cut is still uncertain. Most easing cycles have ended in recession, but there are reasons for optimism.
Asset Summary
As of Mar, 2024
$250K
Min Account Size For New Business
$250K-5M
Typical Size Of Households
$500K-5M
Typical Net Worth Of Relationships
$627M
Team Assets (Custodied)