Neither SHOOK nor Forbes receive compensation in exchange for its Top Wealth Management Teams placements or rankings, which are determined independently (see methodology above). Investment performance is not a criterion because client objectives and risk tolerance vary, and advisors rarely have audited performance reports. Data provided by SHOOK ® Research, LLC – Data as of 3/31/22.įorbes 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 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.
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