2025 Forbes Best-in-State Wealth Management Team

For the third consecutive year, the Honan Group has been recognized by Forbes as a Best-in-State Wealth Management Team.
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Our team is honored to have been named a Forbes 2025 Best-in-State Wealth Management Team. We would like to congratulate our teammates on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients for the trust you have placed in us.


FORBES BEST-IN-STATE AWARD


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.

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