Forbes 2024 Best-In-State Wealth Advisors list
We are proud to congratulate Vince DiLeva, Eric Pritz, David Johnson, and Kyle Smith for their recognition in the Forbes 2024 Best-In-State Wealth Advisors list! This acknowledgment highlights their consistent success in providing personalized client service, as evaluated by financial data and interviews conducted by SHOOKResearch.
Vince’s achievement spans an impressive seven years on this list. David and Eric have secured their places for three consecutive years, and we’re thrilled to see Kyle being honored for the first time.
Discover more about their contributions here: https://www.forbes.com/lists/best-in-state-wealth-advisors/#28267a8a291d
Vince’s profile: https://www.forbes.com/profile/vince-dileva/?list=best-in-state-wealth-advisors&sh=3302d75b13b4
Eric’s profile: https://www.forbes.com/profile/eric-pritz/?list=best-in-state-wealth-advisors&sh=1672a79d1041
David’s profile: https://www.forbes.com/profile/david-johnson/?list=best-in-state-wealth-advisors&sh=79a26c0f32c3
Kyle’s profile: https://www.forbes.com/profile/kyle-smith-1/?list=best-in-state-wealth-advisors&sh=4a1232d3f357
Methodology: The Forbes 2024 ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, was awarded in April 2024 and based on an evaluation process conducted by SHOOK Research in partnership with Forbes during the period 6/30/22 – 6/30/23. SEIA paid post award fees for licensing rights. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual, and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. Advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data..
Third Party Site
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.
Dated Material
Dated material presented here is available for historical and archival purposes only and does not represent the current market environment. Dated material should not be used to make investment decisions or be construed directly or indirectly, as an offer to buy or sell any securities mentioned. Past performance cannot guarantee future results.