CHICAGO – April 8, 2025: Cresset announced today that 18 Wealth Advisors have been named to Forbes Best-in-State Wealth Advisors list for 2025.
“We couldn’t be more proud to have so many Cresset Advisors once again recognized by Forbes for their commitment to providing sophisticated yet deeply personalized financial advice that is in our clients’ best interests,” said Susie Cranston, President and COO of Cresset.
The Forbes Best-in-State Wealth Advisors list is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records, as well as quantitative data, such as revenue trends and assets under management.
The advisors referenced above are recognized as Best-in-State Wealth Advisors by Forbes for 2025. Rankings are developed by Forbes / SHOOK Research using a proprietary survey. Cresset paid no application fee to participate. Learn more at cressetcapital.com/disclosures.