The ranking of Forbes Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person interviews, and quantitative data.

Ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience.

Data provided by SHOOK ® Research, LLC – Data as of 3/31/22 America's Top Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, 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 tolerance vary, and advisors rarely have audited performance reports. Neither SHOOK nor Forbes receive compensation in exchange for its Top Wealth Management Teams placements or rankings, which are determined independently (see methodology above).

Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.