Brian Vendig Named to Forbes 2021 Best-in-State Wealth Advisors
Brian Vendig is honored to be recognized for the fourth consecutive year on the Forbes Best-In-State Wealth Advisors list. The ranking highlights more than 5,000 of the best wealth advisors in the nation, managing collectively over $6 trillion in client assets. Over 32,000 financial advisors were nominated by their peers and SHOOK Research analysts reviewed surveys and conducted more than 15,000 interviews with advisors.
Advisors are ranked state by state to ensure that potential clients can use these rankings to connect with the right advisor for their needs. “We are honored to showcase financial advisors in each state who are dedicated to making a meaningful difference in their clients’ lives,” said SHOOK Research President R.J. Shook. “This impact is the basis of our research.” The Forbes Best-In-State Wealth Advisors ranking is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Advisors must have a minimum of seven years of experience, and the algorithm weights factors such as revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients.
“I am honored to be recognized among the best in the industry,” says Brian. “It is a true testament to our incredible team and their commitment to help and support our clients, especially through these unprecedented times.”
We are proud of Brian for this remarkable accomplishment and appreciative of our amazing team for their dedication to helping our clients and delivering the best possible client experience.
View Forbes 2021 Best-In-State Wealth Advisors List
Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research.
Forbes-ranked advisors, developed by SHOOK Research, is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.