Forbes/Shook Research Recognition Awards
2026 Forbes Best-In-State
Wealth Advisor
Forbes/SHOOK Research
Published 4/7/26, data as of 6/30/25
2026 Forbes Best-In-State
Women Wealth Advisors
Forbes/SHOOK Research
Published 2/4/26, data as of 6/30/25
2026 Forbes Best-In-State
Wealth Management Team
Forbes/SHOOK Research
Published 1/7/26, rankings based on data as of 3/31/25