2022 | 2023
2022 | 2023
Forbes’ Best-in-State Wealth Advisors, April 7, 2022 and April 4, 2023, each based on the 12-month period ending June 30 of the year prior to publication, are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Forbes is a registered trademark of Forbes, Inc. All rights reserved. AdvisorHub’s Advisors to Watch, September 19, 2022 and June 20, 2023, each based on the 12-month period ending December 31 of the year prior to publication, are selected from a pool of nominations as indicated in the methodology. SHOOK Research, Forbes, and AdvisorHub do not receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. For more information on the selection methodology, see www.stifel.info/award-disclosures.
2023
Forbes’ Best-in-State Next-Gen Wealth Advisors rankings are based on the 12-month period ending March 31 of the year of publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.