Past performance is not an indication of future results. Follow for updates on Brad as he begins this journey to beat this cancer. Investors must carefully choose the right advisor or team for their own situation and perform their own due diligence. Brad Collins Battle Against Brain Cancer. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor or team and not indicative of future performance or representative of any one client’s experience.
Participation in this directory is limited to ranked teams and advisors once placed on a ranking, teams or advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Neither SHOOK nor Forbes receive compensation in exchange for its Top Wealth Management Teams placements or rankings, which are determined independently (see methodology above). Investment performance is not a criterion because client objectives and risk tolerance vary, and advisors rarely have audited performance reports. Data provided by SHOOK ® Research, LLC – Data as of 3/31/22.įorbes Best-In-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations and quantitative criteria, including assets under management and revenue generated for their firms.
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