FORBES BEST-IN-STATE AWARD
Forbes’ America’s Top Wealth Advisors, Best-in-State Wealth Advisors, and America’s Top Women Advisors rankings were developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: 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. SHOOK is a registered trademark of SHOOK Research, LLC. Data provided by SHOOK® Research, LLC. Data as of 6/30/24 for the Best-in-State Wealth Advisors and 9/30/24 for the Top Women Advisors. For more information about any awards referenced, including relevant criteria, please visit www.janney.com/awards-disclosures.
