Best-In-State Wealth Advisors 2024

EDITED BY 
SERGEI KLEBNIKOV AND SHOOK RESEARCH
APRIL 03, 2024, 10:00 AM
  • The S&P 500 climbed an impressive 10% in the first quarter of 2024 despite the fact that some of its biggest here-to-fore drivers, namely Apple and Tesla, had down quarters. All eyes are now on the inflation numbers and when or whether the Federal Reserve will begin cutting interest rates. Volatile but rising markets, with a heavy measure of election year uncertainty are a good environment for the 8,507 seasoned wealth managers populating the sixth annual Forbes/SHOOK Best-in-State Wealth Advisors ranking. Reassuring telephone calls with positive returns tend to solidify client relationships. Collectively, the advisors on our list oversee more than $13.5 trillion in client assets. Forbes’ rankings were compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms.
CLICK HERE FOR THE FULL METHODOLOGY.
The Highlights

Data provided by SHOOK® Research, LLC — Data as of 6/30/23. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC.

The Full List
Join 1,000+ Listees Making the Most of their Forbes Accolade.
Listees do not pay a fee for placement on Forbes Rankings. Listees on this ranking highlighted in color have paid a fee for enhanced features on their corresponding profile.
Read More
More Forbes Lists