| Date | Title | Description |
| 05.08.2026 | ROBERT H. PETROCELLLI JR NAMED TO FORBES | SHOOK BEST-IN-STATE FINANCIAL SECURITY PROFESSIONALS LIST 2026 | New York Life has known for quite some time what a valuable asset Robert has been to our family and to many families and businesses in our community.”
— Roberto RecineSUNRISE, FL, UNITED STATES, August 5, 2026 /EINPresswire.com/ -- Robert H... |
| 24.07.2026 | DARYL ELLIS EARNS FIFTH CONSECUTIVE FORBES | SHOOK BEST-IN-STATE FINANCIAL SECURITY PROFESSIONALS HONOR | I'm grateful for each client who has allowed us to be part of their journey and for the exceptional team that makes it possible to serve them with the care and attention they deserve.”
— Daryl R. EllisBATON ROUGE, LA, UNITED STATES, July 24... |
| 06.05.2026 | MIKE ROGERS OF 360 FINANCIAL NAMED TO FORBES BEST-IN-STATE WEALTH ADVISORS 2026 | 360 Financial announces Mike Rogers, AIF®, has been named to the Forbes Best-in-State Wealth Advisors 2026 list by SHOOK Research.
360 Financial is a fiduciary wealth management and financial planning firm based in Wayzata, Minnesota.
Presi... |
| 06.11.2025 | Financial Synergies Wealth Advisors Named to Forbes' List of America's Top RIAs for Third Consecutive Year | This continued recognition underscores the firm's commitment to delivering exceptional, personalized financial planning and investment management through a 100% employee-owned model.
HOUSTON, Nov. 6, 2025 /PRNewswire-PRWeb/ -- Financial Syn... |
| 22.10.2025 | FELICIA KESTENBERG NAMED TO FORBES’ TOP FINANCIAL SECURITY PROFESSIONALS LIST | Founder and Principal Advisor of Kesten Financial Group LLC Honored as a 2025 Best-In-State Financial Security Professional. NEW YORK CITY, NY, UNITED STATES, October 22, 2025 /EINPresswire.com/ -- Forbes has released its annual list of Top... |
| 30.09.2025 | Multi-Year Honoree Isaiah Edison Earns Spot on Forbes’ 2025 Best-in-State Financial Security Professionals List | TULSA, OK, UNITED STATES, September 30, 2025 /EINPresswire.com/ -- Isaiah Edison, CFP®, ChFC®, CLU®, CLTC®, AEP®, RICP®, founding partner of Edison Wealth Strategies, has once again been named to the Forbes’ Top Financial Security Professio... |
| 16.09.2025 | Tarantino Wealth Management Celebrates 21 Years with National and Local Honors | As Tarantino Wealth Management marks its 21st anniversary, founder Michael Tarantino, CFP®, is celebrating a series of prestigious recognitions.
FORT COLLINS, Colo., Sept. 16, 2025 /PRNewswire-PRWeb/ -- Can you believe it? Tarantino Wealth ... |
| 28.08.2025 | STEVE GRIFFIN NAMED TO FORBES’ TOP FINANCIAL SECURITY PROFESSIONALS BEST-IN-STATE LIST 2025 | SARASOTA, FL, UNITED STATES, August 28, 2025 /EINPresswire.com/ -- Steve Griffin from the Full Spectrum Financial Group of New York Life has been listed on the 2025 Forbes Top Financial Security Professionals Best-in-State list for the seco... |
| 06.08.2025 | Rachel Wilder Named to Forbes’ Top Financial Security Professionals Best-In-State List 2025 | ATLANTA, GA, UNITED STATES, August 6, 2025 /EINPresswire.com/ -- Rachel Wilder, CFP®, ChFC®, founder of Wilder Wealth Strategies, has been named to the 2025 Forbes Top Financial Security Professionals Best-in-State list. This prestigious li... |
| 30.07.2025 | Daryl Ellis Recognized For The Fourth Consecutive Year On Forbes' Best-In-State Of Top Financial Security Professionals | Daryl Ellis Forbes Best In State BATON ROUGE, LA, UNITED STATES, July 30, 2025 /EINPresswire.com/ -- Daryl Ellis of Ellis Insurance and Financial Group has once again been named to the Forbes Top Financial Security Professionals Best-in-Sta... |
| 12.05.2025 | Michael Tarantino Named to Forbes 2025 Best-in-State Wealth Advisors | Michael Tarantino, founder of Tarantino Wealth Management, has been named to the Forbes 2025 Best-in-State Wealth Advisors list, a prestigious honor recognizing the top financial advisors in the country.
FORT COLLINS, Colo., May 12, 2025 /P... |
| 26.11.2024 | Destiny Wealth Partners Ranked No. 4 in Florida by Forbes/SHOOK Top RIA Firms 2024 | TAVARES, FL, UNITED STATES, November 26, 2024 /EINPresswire.com/ -- Central Florida-based Destiny Wealth Partners has been ranked in the fourth spot in Florida in the third annual Forbes ranking of America’s Top RIA Firms, developed by SHOO... |
| 28.05.2024 | Steward Partners Expands into Naples, Florida with Coastal 360 Capital Advisors | Newest addition to the Steward Partners platform adds $320 million in client assets
NEW YORK, May 28, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today a new partners... |
| 16.05.2024 | Steward Partners Named Among Washington Business Journal's 2024 Best Places to Work List | NEW YORK, May 16, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm has been named to the 2024 Greater Washington Best Places to Work list, an annual awards program presented by the W... |
| 10.08.2023 | ROBERT H. PETROCELLI, JR. NAMED TO FORBES’ TOP FINANCIAL SECURITY PROFESSIONALS BEST-IN-STATE LIST 2023 | New York Life has known for quite sometime what a valuable asset Robert has been to our family and to many families and businesses in our community.”
— Rob RecineSUNRISE, FL, USA, August 10, 2023/EINPresswire.com/ -- Robert Petrocelli from ... |
| 09.08.2023 | DARYL R. ELLIS, CFP®, CAP® NAMED TO FORBES’ TOP FINANCIAL SECURITY PROFESSIONALS BEST-IN-STATE LIST 2023 | Daryl R. Ellis, Financial Advisor & Principal of Ellis Insurance & Financial Group
We are honored that Daryl appears on this prestigious list”
— David Johnson, managing partner of the Louisiana General OfficeLOUISIANA, USA, August 9... |
| 31.05.2023 | ELIZABETH “LIZZIE” DIPP METZGER NAMED MEMBER OF MILLION DOLLAR ROUND TABLE FOR 14TH CONSECUTIVE YEAR | Lizzie Dipp Metzger
Lizzie Dipp Metzger, CFP®, NYLife El Paso, TX agent, and founder of Crown Wealth Strategies, has earned membership in the Million Dollar Round Table for 2023 EL PASO, TX, USA, May 31, 2023/EINPresswire.com/ -- Elizabeth ... |
| 01.05.2023 | Advisors Flock To Private Market Investments As Public Markets Sag | 2023 Survey of Top Ranked Advisors by SHOOK ResearchSHOOK Research - Blackstone |
| 18.04.2023 | Betsy Pakenas, Sid Huguenin and Derek McGee Named to Forbes Magazine’s List of Best-in-State Wealth Advisors | “I am pleased that Betsy, Sid and Derek are representing Morgan Stanley,” commented Elchin Bagirov, Branch Manager of Morgan Stanley’s Frederick office. “To be named to this list recognizes their professionalism and dedication to the needs ... |
| 12.10.2022 | ADVISOR ANDREW MARTIN NAMED TO FORBES’ TOP FINANCIAL SECURITY PROFESSIONALS BEST-IN-STATE LIST 2022 | Forbes Award- Best in State (2022)
Andrew Martin, a financial advisor in Pensacola, has been named to Forbes’ 2022 Best-in-State list for the Top Financial Security Professionals in the nation. PENSACOLA, FLORIDA, UNITED STATES, October 12,... |
| 19.09.2022 | Daryl R. Ellis Named to Forbes' Top Financial Security Professionals Best-in-State List 2022 | Daryl R. Ellis, Financial Advisor & Principal of Ellis Insurance & Financial Group
Daryl R. Ellis, CFP®, CAP®, from Baton Rouge, has been listed on the 2022 Forbes Top Financial Security Professionals Best-in-State list.
We are hono... |
| 08.09.2022 | Nevada-Based Wealth Management Firm ICC Celebrates 35 Years, Reaches Milestone of $1.5 Billion in Assets Under Management | The Investment Counsel Company That ICC is growing faster than ever, as it celebrates three-and-a-half decades in business, speaks to the talent, experience, and dedication of the ICC team of fiduciary financial advisors.
LAS VEGAS (PRWEB) ... |
| 24.08.2022 | Forbes Announces Seventh Annual List Of America’s Top Wealth Advisors | Forbes Top 250 Wealth Advisors Forbes |
| 23.08.2022 | LIZZIE DIPP METZGER NAMED ONE OF THE TOP ADVISERS ON FORBES’ TOP FINANCIAL SECURITY PROFESSIONALS LIST OF 2022 | Lizzie Dipp Metzger ranked #6 Top Financial Security Professional in 2022
Lizzie Dipp Metzger has been listed on the 2022 Forbes Top Financial Security Professionals list for the second year in a row. EL PASO, TX, USA, August 23, 2022 /EINP... |
| 03.08.2022 | Forbes Announces Seventh Annual List Of Top Next-Gen Wealth Advisors | Forbes 2022 Top Next-Gen Wealth Advisors Forbes |
| 28.07.2022 | Methodology: America’s Top Financial Security Professionals 2022 | Forbes Top Financial Security Professionals 2022 Forbes |
| 22.04.2022 | Valerie Leonard, Chief Executive Officer of EverThrive Financial Group, Honored in Forbes’ Best-in-State Wealth Advisors List for Fourth Consecutive Year | BIRMINGHAM, Ala. (PRWEB) April 22, 2022
EverThrive Financial Group, a financial advisory services firm in Birmingham, Alabama, is proud to announce that its Founder and Chief Executive Officer, Valerie Leonard, AIF®, CPFA™, has been named t... |
| 19.04.2022 | Betsy Pakenas and Derek McGee Named to Forbes Magazine’s List of Best-in-State Wealth Advisors | “I am pleased that Betsy and Derek are representing Morgan Stanley,” commented Elchin Bagirov, Branch Manager of Morgan Stanley’s Frederick, MD office. “To be named to this list recognizes Betsy’s and Derek’s professionalism and dedication ... |
| 09.02.2022 | LPL Financial : 26 Women Advisors Named Top Women Advisors | CHARLOTTE, N.C. - Feb. 9, 2022 -LPL Financial LLC congratulates the 26 LPL-affiliated advisors who have been recognized on the 2022 ForbesTop Women Wealth Advisors and Top Women Wealth Advisors Best-in-State lists. These reports identify U.... |
| 15.11.2021 | $1 Million Raised For St. Jude At Forbes/SHOOK Summit | High school junior Jeremy Shook, 16, helped raise more than $1 million that will go toward treating ... [+] children suffering from brain cancer. SHOOK Research |
| 29.10.2021 | Eighteen Canaccord Genuity Wealth Management Investment Advisors Honoured as Canada's Top Wealth Advisors | TORONTO, Oct. 29, 2021 /CNW/ - Canaccord Genuity Group Inc. (TSX: CF) ("Canaccord Genuity") is pleased to announce that eighteen of its Investment Advisors have been recognized in the 2021 Report on Business ranking of Canada's To... |
| 19.10.2021 | Methodology: America's Top-Ranked Financial Security Professionals 2021 | Forbes/SHOOK Top Financial Security Professionals 2021Forbes |
| 16.09.2021 | The Forbes/SHOOK 2021 Top Advisor Summit To Covene The World’s Top Wealth Advisors, Representing Over $1.3 Trillion In Assets | 2021 Forbes | SHOOK Top Advisor SummitForbes |
| 02.09.2021 | LPL Financial : Advisors Among Forbes' 2021 Top Wealth Advisors | CHARLOTTE, N.C. - Sept. 2, 2021 - LPL Financial LLC today announced that three LPL advisors were recognized among the 2021 Top Wealth Advisors list published recently by leading business magazine Forbes. Against the backdrop of the COVID-19... |
| 02.09.2021 | XML Financial Group completes merger with Collins Investment Group | We look forward to building on each other’s strengths to help clients achieve their long-term financial goals.
ROCKVILLE, Md. (PRWEB) September 02, 2021
XML Financial Group (XML), an independent wealth and investment management firm with of... |
| 25.08.2021 | Gratus Capital Named Top Independent RIA in Georgia on Forbes Top 250 Wealth Advisors List | As client needs get more complex and demands for services continue to rise, our growing team has stepped up to help ensure we are driving both short- and long-term success.
ATLANTA (PRWEB) August 25, 2021
Gratus Capital, an Atlanta-based fu... |
| 02.07.2021 | Focus Financial Partners : Collins Investment Group to Join Focus Partner Firm XML Financial Group, Expanding XML's Presence in the Washington DC Metro-Area | NEW YORK, NY / ACCESSWIRE / July 1, 2021 /Focus Financial Partners Inc. (NASDAQ:FOCS) ('Focus'), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under ... |
| 04.06.2021 | Tough Questions Key To Helping Clients Meet Estate Planning Goals | One of the more difficult tasks financial advisors face is helping business owners decide their legacy. |
| 26.02.2021 | Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fourth year in a row – in Illinois | WARRENVILLE, Ill., Feb. 26, 2021 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list!
The... |
| 15.02.2021 | Gabrielle Clemens Named to Forbes’ 2021 “Best-in-State Wealth Advisor” List | BOSTON (PRWEB) February 15, 2021
Gabrielle Clemens, Certified Divorce Financial Analyst (CDFA*), JD, LLM, Accredited Estate Planner (AEP*), Financial Advisor and Managing Director at Clemens Private Wealth Management Group and Seaport Bosto... |
| 11.02.2021 | Forbes Best-In-State Wealth Advisors Methodology 2021 | Forbes/SHOOK Best-In-State Wealth AdvisorsForbes |
| 11.02.2021 | Forbes/SHOOK Release Fourth Annual Best-In-State Advisor Rankings | Forbes SHOOK News Release Forbes SHOOK |
| 03.02.2021 | Gabrielle Clemens and Clemens Private Wealth Management Group Selected as Members of RBC Wealth Management Senior Portfolio Manager - Portfolio Focus Group | BOSTON (PRWEB) February 03, 2021
Gabrielle Clemens, Certified Divorce Financial Analyst (CDFA*), JD, LLM, Accredited Estate Planner (AEP*), Financial Advisor at RBC Wealth Management – U.S. and Managing Director at Clemens Private Wealth Ma... |
| 27.01.2021 | NFP’s Mike James and Dave Carroll Named to Forbes-SHOOK FSP Advisory Board | “Dave and I are thrilled to join a group of knowledgeable and well-respected industry colleagues to share ideas, identify best practices and ultimately enhance the value the entire industry provides to clients," said James.
NEW YORK (P... |
| 12.01.2021 | New Forbes-SHOOK Rankings Capture Convergence Of Wealth Management, Insurance Expertise. | Financial Security Professionals provide deeper holistic planning. |
| 17.09.2020 | Forbes/SHOOK Raise $1.4 Million, A Record For Make-A-Wish | Listed below are the leaders who helped make history, and helping to change the lives of many children in need. |
| 12.08.2020 | Pandemic Reshapes Clients’ Expectations Of Advisors, Joe Coughlin Of MIT AgeLab Tells SHOOKtalks | The pandemic has dramatically altered how financial advisors cultivate, communicate and work with clients. The changes promise to reshape the industry for generations to come. |
| 07.08.2020 | Women Feel Ignored By Advisors, Study Says | Women say financial advisors ignore them and make little effort to understand or solve their financial problems, according to a multi-year national study of women clients completed by New York Life Investments. |
| 29.07.2020 | What You Don’t Know Can Hurt Your Portfolio, Bernstein Tells SHOOKtalks | Old investing rules simply aren’t working when it comes to insulating clients’ portfolios against the economic risks posed by the COVID-19 pandemic. |
| 25.06.2020 | Forbes/SHOOK Interviews Legendary Investor Ron Baron | Ron Baron, CEO and CIO, Baron FundsPhotograph by David Yellen/The Forbes Collection |
