Five Cresset advisors ranked on Forbes’ annual list of top women wealth advisors across the country.
Forbes has named five Cresset Asset Management Wealth Advisors to its annual list of America’s Top Women Wealth Advisors Best-in-State.
“Cresset is honored to have five advisors receive Forbes Top Women Wealth Advisors recognition. We have incredibly talented advisors who are committed to providing our clients with sophisticated, highly personalized guidance, always with client needs before their own,” said Doug Regan, Founding Partner and Co-Chairman of Cresset.
The Forbes ranking of Top Women Wealth Advisors Best-In-State 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.
Firm rankings were developed by SHOOK Research, using a ranking algorithm. Cresset paid no application fee to participate.
