Forbes Best-in-State award
The Simmons Point Group has been named to the Forbes 2026 Best-in-State Wealth Management Teams list. "We are proud to celebrate The Simmons Point Group on being named to Forbes Best-in-State Wealth Management Teams list for four consecutive years. This achievement demonstrates their dedication to helping clients reach their goals and the high standards they bring to their practice every day,” said Kevin Reed, President of Janney’s 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.
ABOUT THE SIMMONS POINT GROUP
We strive to be the highest standard of success in financial relationships. The measure of our success- and how we differentiate ourselves from other firms- lies in the strength of our relationships with you, supported by a foundation of trust. Putting your financial needs first is at the center of who we are and what we do.
