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Giving conditionally
How to keep charitable specificity from hurting your cause
Estate & Giving
Investing in social enterprises: purpose and profit
How investors can support causes they care about while pursuing financial returns
Estate & Giving
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The art of influence
Championing cultural philanthropy while bolstering your brand
Estate & Giving
Legacy beyond wealth
Estate planning can be a tool of both generational wealth and self-actualization.
Estate & Giving
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
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Cordially divided: the joy of prenups as planning tools
As prenuptial agreements become more normalized, it’s time to recognize them as the long-term planning tools they’ve always been.
Estate & Giving
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Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
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Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
Aligning retirement and estate planning
How a trusteed IRA can help provide structure and continuity
Retirement & Longevity
Sharing a wealth epiphany

When wealth arrives quickly, generosity – and planning – can be the key to helping it endure.

Estate & Giving
Your home’s next chapter
Open communication can help your family navigate what your home represents and what comes next
Family & Lifestyle

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Forbes Best-in-State Wealth Management Teams 2024



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 of 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. Out of approximately 34,007 nominations, more than 7,321 advisors received the award. This ranking is based upon the period from 6/30/21 to 6/30/22 and was released on 4/4/23. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/ for more info.

2022: 34,925 nominations with more than 6,550 advisors. This ranking is based upon the period from 6/30/20 to 6/30/21 and was released on 4/07/22.
2021: 32,725 nominations with more than 5,000 advisors. This ranking is based upon the period from 6/30/19 to 6/30/20 and was released on 2/11/21.
2020: 32,000 nominations with more than 4,000 advisors. This ranking is based upon the period from 6/30/18 to 6/30/19 and was released on 1/16/20.