Edwin Waingart has been named to the 2026 Forbes list of Best-in-State Wealth Advisors for 7 years in a row! We would like to congratulate Edwin and the team on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to the Waingart Wealth clients for the trust you have placed in the team!
Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: 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 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.com. SHOOK is a registered trademark of SHOOK Research, LLC. www.Forbes.com (April, 2026). Data as of 6/30/24. For more information about any awards referenced, including relevant criteria, please visit janney.com/awards-disclosures.
