Smith Wealth Advisory Group has been named to the Forbes 2025 Best-In-State Wealth Management Teams list. “Congratulations to Smith Wealth Advisory Group on receiving this prestigious recognition. This honor reflects their dedication to delivering outstanding wealth management advice and exceptional client service. It also underscores how Janney’s combination of resources, personalized support, and a collaborative culture empowers advisors to elevate their practices and achieve success. We’re proud to support them,” said Kevin Reed, President of the Firm’s Private Client Group.
I am truly honored and humbled that Smith Wealth Advisory Group of Janney Montgomery Scott LLC was recently named by Forbes as a 2025 “Best-in-State Wealth Management Team.”
This prestigious recognition is a reflection of the efforts and dedication of Alyssum Keefer, Tyler Lerman, Joshua Hogan, Dylan Poremski, and Jordan Crone. Who are not only top-notch professionals, but top-notch individuals who routinely provide quality advice and service with the utmost character, integrity, and purest hearts of gold.
I couldn’t be more proud of you. It’s also a reflection of our clients, who are our “why.” It’s truly a blessing to do what we love for the betterment of those we love doing it for. We appreciate you. Being of service and earning your trust has been our highest honor. Here’s to “Us”. Thank you.
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.
