Cresset is pleased to announce that nine Wealth Advisors have been named to Forbes Best-in-State Wealth Advisors ranking for 2024.
“Cresset continues to be 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.
In creating the 2024 ranking, Forbes states, “This is how we think about our research process every day. If we’re going to recommend advisors to the public, we have to make sure every advisor is high quality. The very best advisors are laser focused on making a difference in 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 6/30/2023) by approximately 8,507 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 2024. Rankings are developed by Forbes / SHOOK Research using a proprietary survey. Cresset paid no application fee to participate.
