Forbes 2026 Best-In-State Wealth Advisors
Exciting news! FOUR of our team members have been named to the 2026 edition of the Forbes list of Best-in-State Wealth Advisors:
- Simon Hamilton, Managing Director
- Greg Smith, Managing Director
- Ann Summerson, Director
- Chase Hinderstein, Director & Portfolio Manager
This year’s Top Wealth Advisors Best-in-State list spotlights advisors across the country who were nominated by their firms – and then researched and interviewed within their respective states.
This achievements would not have been possible without your continued trust and support. Milestones like this serve to reinforce our belief that always placing my clients’ interests first is still the best way to do business. We appreciate your continued trust in us!
About Forbes Top Wealth Advisors Best-in-State
The Forbes Best-in-State Wealth Advisors 2026 ranking, 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. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs 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 52,043 nominations, roughly 11,302 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 individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
