
2024 | 2025
2022 | 2023 | 2024 | 2025

2022 | 2023 | 2024 | 2025

2023 | 2024 | 2025
Forbes’ Best-in-State Wealth Management Teams, Best-in-State Wealth Advisors, and NextGen Wealth Advisors Best-in-State rankings are based on the 12-month period ending March 31, June 30, and March 31 of the year prior to publication, respectively, and selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication. Each are selected 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 www.stifel.info/award-disclosures.