Forbes 2024 America's Top Wealth Management Team & Best-in-State Wealth Management Team

Stedmark Partners has been recognized as one of America's Top 100 Wealth Management Teams and a 2024 Best-in-State Wealth Management team by Forbes.
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Data provided by SHOOK® Research, LLCData as of 3/31/23

Source: (November, 2023). Forbes America’s Top Wealth Management Teams & 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. For more information, please see www.SHOOKresearch.comSHOOK is a registered trademark of SHOOK Research, LLC.

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