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.
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The 2020 ranking of the Forbes’ Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 32,000 advisors were considered, and 4,000 (12.5) 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. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.
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The following advisors have the Accredited Investment Fiduciary® (AIF®) professional designation:
- Jonathan Wolff, AIF®
- Scott Schutte, AIF®
Learn more about the AIF® designation
