2022 | 2024

 

^{NAPA’s Top DC Advisor Teams, March 16, 2023, and March 17, 2024, each based on assets under advisement as of December 31 of the year prior to publication. To be considered, teams had to submit responses to an application form, including information about their defined contribution (DC) assets under advisement. All teams with more than $100 million in DC assets under advisement are included in the list.}

2023 | 2024

 

<sup>Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology.

SHOOK Research, Forbes, and the National Association of Plan Advisors (NAPA) do not receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. For more information, see www.stifel.info/award-disclosures.</sup>