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Forbes Lists

#29
Ohio - State
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
About Randy Honaker

Randy joined the financial industry in 1980 after graduating from Marshall with a degree in Business Administration. He joined UBS in 2014 after 33 years with Merrill Lynch. Randy is part of a select group of UBS financial advisors with great success and expertise in serving the distinguished affluent client segment. He is an approved portfolio manager for key local foundations. Randy was recognized as one of Barron's 1,000 Top Advisors in 2009 and Forbes Best-in-State Wealth Advisor in 2018.

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Asset Summary
As of Jun, 2023
$500K
Min Account Size For New Business
$350K-2.5M
Typical Size Of Households
$350K-2M
Typical Net Worth Of Relationships
$611M
Team Assets (Custodied)