- Pat Biladeau, #62 for Illinois
- Chris DeMonte, #22 for Illinois (also 2020, 2021, 2022)
- W Janet Dougherty, #33 for Illinois (also 2020, 2021, 2022)
- Kimberly DuBord, #78 for Illinois (also 2022)
- Sarah Simon, #39 for California
“Cresset is incredibly proud of our amazing Advisors and their commitment to providing our clients with the comprehensive, personalized advice and guidance they need and deserve,” said Doug Regan, Founding Partner and Co-Chairman of Cresset.
“The steady hand of a seasoned wealth advisor is needed now more than ever, as financial professionals everywhere double down to preserve and reallocate client assets,” Forbes states. “The very best advisors are laser focused on having a positive impact on their clients’ lives; they want to add meaning and help them live better lives.”
The Forbes Best-In-State Wealth Advisors ranking is based on data provided (as of 6/30/2022) by approximately 7,300 advisors and is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.
The advisors referenced above are recognized as Best-in-State Wealth Advisors by Forbes for 2023. Rankings are developed by Forbes / SHOOK Research using a proprietary survey. Cresset paid no application fee to participate.