Forbes Best-In-State Wealth Advisors
Advisors Simon R. B. Hamilton, Gregory S. Smith, and Christopher A. Aime have been named to the 2018, 2019, 2020, 2021, and 2022* editions of the Forbes list of Best-In-State Wealth Advisors.
It is impressive enough for any advisor to be named to such a prestigious list, but the fact that three of our advisors at The Wise Investor Group received the honor makes it exponentially more so. It represents a large amount of cumulative financial wisdom, which we share among ourselves – and with our clients.
*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 who 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 who 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 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s 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 forbes.com for more info.