According to Forbes, these "advisors are laser focused on having a positive impact on their clients' lives, they want to add meaning, help them live better lives." The advisors are selected based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data.
View the full 2021 Forbes Best-In-State Wealth Advisors list HERE.
Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.
Cresset specializes in Intelligent Wealth Management™ for CEO Founders, PE Partners, entrepreneurs, and high-net-worth families. Our Family Office goal is to simplify and elevate your life so you have more time to spend on what matters to you most.
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