Forbes 2025 Best-In-State Wealth Advisors List

EDITED BY SERGEI KLEBNIKOV AND 
SHOOK RESEARCH
APRIL 08, 2025, 10:00 AM
  • Despite his repeated assurances of winning big on the campaign trail, President Trump’s administration has so far been a big loser for investors. He took office with a strong economy, yet his tariff announcements--nothing short of an attack on the world economic order--have caused a global market meltdown. The S&P 500 is down 10% since Trump’s “Liberation Day” tariff announcement and is now flirting with bear market territory, nearly 20% down from its record high in February. The tech heavy Nasdaq is even worse off. With a recession looming, managing wealth has become more complex and these are the times that financial advisors prove their mettle. The advisors highlighted in the seventh annual Forbes | SHOOK Best-In-State Advisors ranking collectively oversee $16.7 trillion in assets and stand out for their track records in navigating uncertain times. Forbes’ rankings were compiled by SHOOK Research, which uses a combination of quantitative metrics and qualitative insights, including in-depth interviews with firm-nominated candidates.
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The Highlights

Data provided by SHOOK® Research, LLC — Data as of 6/30/24. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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