RCR Wealth Advisors have been named to the Forbes 2026 Best-in-State Wealth Management Teams list in Maryland!
“I’m excited to announce that RCR Wealth Advisors have been named a 2026 Best-In-State Wealth Management Team by Forbes. This award acknowledges teams that exemplify collaboration, innovation, and outstanding service in the financial industry. RCR Wealth Advisors’ recognition highlights their commitment to providing thoughtful guidance, effective strategies, and a client-focused approach. Their dedication translates into consistent results and meaningful guidance for every client they serve. This is the fourth year the team has received this distinction, demonstrating sustained excellence and impact. Additionally, this achievement underscores the RCR Wealth Advisors as a premier advisory team in Maryland, highlighting their impact within the local market. Beyond client service, team members actively engage with their community by supporting the Special Olympics, My Neighbors Foundation, and My Lady’s Manor Steeplechase, showing dedication to making a broader difference." - Kevin J. Reed, Executive Vice President, President of Private Client Group.
Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of 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 team, 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. Data provided by SHOOK® Research, LLC. Data as of 3/31/25.
For more information about any awards referenced, including relevant criteria, please visit Janney.com/awards-disclosures or contact your Financial Advisor.
