Forbes 2025 Top Best-in-State Wealth Management Teams
What a great way to start off the new year! We are excited to share that our team has been named to the 2025 edition of the Forbes list of Best-In-State Wealth Management Teams. 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.
Not only are we recognized as one of the top teams in the state, but we are also nationally recognized on the Forbes’ 2024 edition of America's Top 100 Wealth Management Teams High-Net-Worth and we’ve been ranked as one of Barron's 2024 Top 250 Private Wealth Management Teams! These prestigious national recognitions underscore the dedication and expertise of every member of The Wise Investor Group.
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.
About Forbes Best-In-State Wealth Management Teams
The 2025 Forbes ranking of America’s Best-In-State Wealth Management Teams, 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 01/09/2025. 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 approximately 11,674 team nominations, 5,331 advisor teams received the award based on thresholds. 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 this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
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 Barron's Top 250 Private Wealth Management Teams
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 1,320 advisor teams and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 1/1/2023 to 12/31/2023, and was released on 5/13/2024. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisor teams are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor team’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
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 $1.6 trillion as of Nov. 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.
© 2025 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Raymond James is a registered trademark of Raymond James Financial, Inc.
