SHOOK | FORBES Best-In-State Wealth Advisor: Each advisor selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.

FORBES Top Next-Gen Wealth Advisors Best-in-State: Selected by SHOOK Research, the list features 1,621 top professionals who cumulatively manage nearly $2.8 trillion in assets. The need for fresh talent in financial advice is critical and Forbes and Shook Research has ferreted out wealth management’s up-and-comers - this group have long careers ahead of them.

Barron’s Top 1,200 Financial Advisor: The list is made up of America's best financial advisors, organized by state. The rankings are based on data provided by over 7,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.

*2024 FORBES Best-In-State Wealth Advisors published on 4/3/24. Rankings based on data as of 6/30/23.*2025 FORBES Top Next-Gen Wealth Advisors Best-in-State. Published 8/6/25, rankings based on data as of 3/31/25*2025 Barron’s State By State Wealth Advisors published 3/07/25, based on data as of 9/30/24. *2025 Forbes/SHOOK Research Best-In-State Wealth Advisors published 4/8/25, rankings based on data as of 6/30/24.