Smith Wealth Advisory Group Named a Forbes 2026 Best-In-State Wealth Management Team 🏆✨
“I am deeply honored to announce that Smith Wealth Advisory Group of Janney Montgomery Scott LLC has been recognized by Forbes as a 2026 Best-In-State Wealth Management Team.
This distinction stands as a testament to the hard work and character of Alyssum Keefer, Tyler Lerman, Joshua Hogan, Dylan Poremski, and Jordan Crone. They are exceptional professionals who lead with integrity and place our clients’ well-being at the heart of every decision ❤. ️ I am incredibly proud of this team and the values it consistently upholds.
Most importantly, we owe this distinction to our clients. You are the reason we do what we do. Enabling you to fully experience life by using your monetary resources to fully enjoy the riches of life itself is truly an honor and a blessing. Thank you for inviting us into your family and allowing us to play a meaningful part of your financial journey and life story.”
— Kevin Smith
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 on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awardsdisclosures.
