Forbes’ Best-in-State Wealth Advisors
2021, 2022, 2023, 2024, 2025, 2026

AdvisorHub's Advisors to Watch
2022, 2023, 2024

AdvisorHub's Advisors to Watch
2022, 2024

AdvisorHub's Advisors to Watch
2022

Forbes’ Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rankings are each based on the 12-month period ending June 30 and March 31, respectively, of the year prior to publication and selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch are based on the 12-month period ending December 31 of the year prior to publication. Each is selected from a pool of nominations as indicated in the methodology. NAPA’s Top DC Advisor Teams, March 16, 2023, March 17, 2024, March 18, 2025, and March 17, 2026, each based on assets under advisement as of December 31 of the year prior to publication. To be considered, teams had to submit responses to an application form, including information about their defined contribution (DC) assets under advisement. All teams with more than $100 million in DC assets under advisement are included in the list. SHOOK Research, Forbes, AdvisorHub, and the National Association of Plan Advisors (NAPA) 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 for the Forbes and AdvisorHub awards, see stifel.info/award-disclosures.