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Securities and advisory services offered through Commonwealth Financial Network®.

Member FINRA ,SIPC, a Registered Investment Advisor.

This communication strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, LA, MD, MI, MO, MS, NC, NE, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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*The 2021 ranking of the Forbes’ Best–in–State Wealth Advisors(1) list was developed by SHOOK Research and is based on in–person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology(2) that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.

 

  • This recognition and the due–diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.

  • Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.

 

**FT 400: To compile the 2016 list, the Financial Times evaluated nominees on six primary areas and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM), asset growth, compliance record, experience, credentials, and accessibility. Approximately 985 qualified applications were received; 400 advisors were selected, representing 40.6 percent of applicants. Not indicative of advisor's future performance. Your experience may vary. For the full methodology, please visit ft.com

 

***2011-2012 Barron’s Top 1000: To compile this annual list, Barron's uses data provided by advisors and takes a number of criteria into account for this state-by-state ranking, including assets under management; revenues generated by advisors for their firms; quality of practices, which includes examination of regulatory records; and philanthropic work. According to Barron’s, generally 3000 qualified advisors are considered each year, with 30% of those advisors recognized as a Barron's top financial advisor. Some states may include more advisors than others, in proportion to state populations. 15 Tennessee advisors made the list both years. The state specific ranking is the same list organized and filtered by advisors located in that state. Investment performance is not a criterion. This award is not indicative of the wealth manager's future performance. Your experience may vary.

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Attorney services provided by The Pickler Law Firm, LLC are separate and unrelated Commonwealth.