*Data provided by SHOOK® Research, LLC
Full Disclosure: The 2023 and 2024 Forbes Best-in-State rankings, developed by SHOOK® Research, LLC, are based on an algorithm of qualitative criterion, developed through telephone and in-person due diligence interviews wherein participants were allowed to provide favorable and unfavorable responses and a ranking algorithm that includes factors like a review of best practices, client retention, compliance records, industry experience, community involvement, firm nominations, and quantitative criteria, including: assets under management and revenue generated by the firm.
Portfolio performance is not a criterion due to varying client objectives and lack of audited data. This rating is based on the period from 6/2022 to 6/2023 for the 2024 Award and 6/2021 to 6/2022 for the 2023 Award and are released the following April each year thereafter. 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. However, there is a user fee paid to use the Forbes Best in State Logo(s).
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