FT 400: The Financial Times 400 Top Financial Advisers 2016 is based on six broad factors, including adviser assets under management ($300 million minimum), asset growth, company’s age, industry certifications of key employees, and compliance record and accessibility. Not indicative of advisor’s future performance. Your experience may vary. For the full methodology, please visit Methodology: FT 400 Top Financial Advisors 2016.
Click Here to View Award
Data provided by SHOOK® Research, LLC., as of 6/30/21. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, 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. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.
Click Here to View Jon Wolff’s Award
Click Here to View Scott Schutte’s Award
The following advisors have the Accredited Investment Fiduciary® (AIF®) professional designation:
- Jonathan Wolff, AIF®
- Scott Schutte, AIF®
Learn more about the AIF® designation
