Please update your browser.
Congratulations to our 2020 Forbes Best-In State Wealth Advisors
First Name |
Last Name |
City |
State |
Drew |
Corradini |
San Francisco |
CA |
Tracey |
Gluck |
Los Angeles |
CA |
Elaine |
Meyers |
San Francisco |
CA |
Ronald |
Munman |
Los Angeles |
CA |
Gregory |
Onken |
San Francisco |
CA |
Ryan |
Stewart |
Los Angeles |
CA |
Sergio |
Akselrad |
Miami |
FL |
Louise |
Armour |
Palm Beach Gardens |
FL |
Robert |
Burns |
Palm Beach Gardens |
FL |
Damion |
Carufe |
Palm Beach Gardens |
FL |
Richard |
Comeau |
Miami |
FL |
David |
Li |
Palm Beach Gardens |
FL |
Jeremy |
Schneider |
Palm Beach Gardens |
FL |
Kurt |
Sylvia |
Palm Beach Gardens |
FL |
Andrew |
Firstman |
Atlanta |
GA |
Brian |
Jenkins |
Atlanta |
GA |
Christian |
Habitz |
Chicago |
IL |
Daniel |
Resnick |
Chicago |
IL |
Frank |
Botta |
Boston |
MA |
Patrick |
Corbett |
Boston |
MA |
Jamie |
Fagan |
Boston |
MA |
Robert |
Mason |
Boston |
MA |
James |
Minchello |
Boston |
MA |
Peter |
Noonan |
Boston |
MA |
Neil |
Canell |
New York |
NY |
Jay |
Canell |
New York |
NY |
John |
Delehanty |
New York |
NY |
Mark |
Glasser |
New York |
NY |
Mark-Naftoli |
Horowitz |
New York |
NY |
Marcus |
Kline |
New York |
NY |
Jordan |
Mayer |
New York |
NY |
Colleen |
O'Callaghan |
New York |
NY |
Todd |
Richman |
New York |
NY |
Clark |
Schubach |
New York |
NY |
Scott |
Seltzer |
New York |
NY |
David |
Starker |
New York |
NY |
Mike |
Taggart |
New York |
NY |
Robert |
Waldbauer |
New York |
NY |
Elizabeth |
Weikes |
New York |
NY |
Ryan |
Winger |
White Plains |
NY |
Scott |
Zemachson |
New York |
NY |
Michael |
Hershey |
Bellevue |
WA |
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. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results, and should not be construed as an endorsement of the advisor.
You're now leaving J.P. Morgan
J.P. Morgan’s website and/or mobile terms, privacy and security policies don’t apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan isn’t responsible for (and doesn’t provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan name.