2024 Forbes America's Top 100 Wealth Management Teams High Net Worth
We are thrilled to be named to the 2024 edition of the Forbes’ list of America's Top 100 Wealth Management Teams High Net Worth. This prestigious national recognition underscores the dedication and expertise of every member of The Wise Investor Group. The list recognizes top advisor teams across the United States, spotlighting teams of advisors who were nominated by their firms and then researched and interviewed within their respective states.
We deeply value the hard work and commitment of our team members, whose efforts have been instrumental in achieving this honor. Moreover, we couldn't have reached this milestone without the trust and confidence of our incredible clients. We are grateful for the opportunity to have a positive impact on our clients' lives.
As always, our goal is to be your trusted financial partner through life, making smart recommendations for every goal, need, and milestone that comes along. We are honored and humbled to have you on this journey with us and are excited to share this achievement with our team and clients.
About Forbes America’s Top 100 Wealth Management Teams High Net Worth
The 2024 Forbes ranking of America’s Top 100 Wealth Management Teams High Net Worth, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2023 to 3/31/2024 and was released on 11/13/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 11,674 team nominations, 100 advisor teams received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for obtaining this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please see https://www.forbes.com/lists/top-wealth-management-teams-high-net-worth/?sh=5ec5d7d023e1 for more info.
About Raymond James Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with approximately 8,800 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.57 trillion as of Sept. 30, 2024. Additional information is available at raymondjames.com.
Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
© 2024 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.
