Forbes, in partnership with SHOOK Research, has named Wally Obermeyer to its annual rankings list of the nation’s top 250 wealth advisors. Obermeyer, representing our firm, is ranked #116 in the country. He is the highest-ranked Colorado-based independent advisor on the national list, which he has been featured on for five of the last six years. According to Forbes, over 33,000 wealth advisors across the country were nominated for this year’s list, and the top 250 were chosen using a combination of qualitative criteria and quantitative data.
As always, we would like to thank our clients, whose trust and partnership make such recognitions possible. To view the complete rankings on Forbes, click here.