Forbes and SHOOK Research recently released their annual rankings for Best-In-State Wealth Advisors, compiling a list of 5,000 of the nation’s premier wealth advisors. We are honored to be the highest-ranked independent advisory firm in the state of Colorado and the only independent advisory firm with two team members recognized in the top 15 in the state. This year’s rankings feature Wally Obermeyer at No. 3 in Colorado, followed by Ali Phillips at No. 11.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through virtual and telephone due diligence interviews, quantitative data, compliance records, and industry experience.
This award reflects our entire team’s dedication to serving our clients and having a positive impact on their lives. As always, we would like to thank our clients for their continued trust and for making this recognition possible.
To view the complete rankings, visit Forbes’ website by clicking here.