Edwin Waingart named to the 2025 Forbes Best-in-State Wealth Adviors List

Edwin Waingart, CIMA®, CFP®, CEPA®, earned his spot as a 2025 Forbes Best-in-State Wealth Advisor. He has been named
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“Congratulations to Edwin Waingart on earning his spot this prestigious list, which serves as a testament to the meaningful

impact he brings to his clients’ financial success,” said Kevin Reed, President of Janney’s Private Client Group. “We take pride

in supporting Edwin Waingart and celebrating the standard for excellence he sets for our firm and industry.”


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, 2025). Data as of 6/30/24. For more information about any

awards referenced, including relevant criteria, please visit janney.com/awards-disclosures.

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