2024 | 2025 | 2026

 

^{Forbes’ Best-in-State Next-Gen Wealth Advisors rankings are based on the 12-month period ending March 31 of the year of publication, Forbes’ Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rankings are based on the 12-month period ending June 30 and March 31, respectively, of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see stifel.info/award-disclosures.}