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Obermeyer and Phillips Named Best-In-State by Forbes and SHOOK Research


Forbes and SHOOK Research recently released their annual rankings for Best-In-State Wealth Advisors, compiling a list of 4,000 of the top advisors across the country. For the second year in a row, Obermeyer Wood Investment Counsel is the only firm to feature two advisors ranked in the top 10 in the state of Colorado. This year's rankings feature Wally Obermeyer at No. 2 in the state, followed by Ali Phillips in the No. 8 spot.

The Forbes ranking of Best-In-State Wealth Advisors, 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. "Here's what our research has found: the very best advisors are laser-focused on having a positive impact on their clients' lives," said R.J. Shook, president and founder, SHOOK Research, in a recent article published in Forbes. "It is our belief clients are oftentimes better served by local representation . . . Many of the clients we talk to say they consider their advisors and teams like a part of their families, so it's nice to have them close by." 

We are honored to be featured in this ranking, and we believe that it is a reflection of the dedication of our entire team to serving the needs of our clients as we strive to guide them on their respective paths to financial peace of mind.

To view the complete rankings, visit Forbes website by clicking here.