Murray Carter, CFP®, AWMA®, AIF®, Executive Vice President / Wealth Management, Financial Advisor, has been named to the Forbes 2026 Best-in-State Wealth Advisors list.
“Congratulations to Murray Carter for being recognized as a Best-in-State Wealth Advisor by Forbes for three consecutive years,” said Kevin Reed, President of Janney’s Private Client Group. “His continued recognition is a testament to his commitment to helping clients achieve their goals and the high standards he upholds.”
Data provided by SHOOK® Research, LLC. The Forbes | SHOOK® America’s Top Wealth Advisors and Best-in-State Wealth Advisors rankings were developed by SHOOK Research, LLC. Data as of June 30, 2025. Published by Forbes (April 2026). The rankings are based on SHOOK Research’s independent methodology and ranking algorithm, which includes in-person, virtual and telephone due diligence meetings to qualitatively evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited performance reports. SHOOK Research’s 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 indicative of future results. SHOOK Research’s rankings is for informational purposes only and should not be construed as a recommendation or endorsement to hire any specific investment advisor and SHOOK Research does not assume any liability for actions taken based on the rankings. Neither SHOOK Research nor Forbes receives compensation in exchange for placement on the rankings. For a full description of the methodology, please visit www.SHOOKresearch.com. SHOOK® is a registered trademark of SHOOK Research, LLC.
For more information about any awards referenced, including relevant criteria, please visit janney.com/awards-disclosures.
