The Forbes ranking of America’s Top Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. This qualitative criteria focuses on studying each team’s best practices—service models, investing process, team construct, skill sets, etc. The algorithm also weighs factors like revenue trends, assets under management, compliance records. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

2024 Forbes/SHOOK Research Best-In-State Wealth Management Teams published 1/9/24, data as of 3/31/23.

Will Strong was recently recognized by Barron’s as a 2024 Top 1,200 Financial Advisor published on 3/11/24. Rankings based on data as of September 30, 2023.