It’s a four-peat! For the 4th year in a row, Concentus has an advisor named to the Forbes Best-In-State list of the top wealth managers in Pennsylvania.
The Forbes list spotlights more than 6,500 financial advisors across the country and is determined by a range of criteria, including interviews, industry experience, and asset performance. Most importantly, as Forbes puts it, “If we’re going to recommend advisors to the public, we have to make sure every advisor is high quality.”
To learn more about the rankings, which are fully independent, check out the methodology and the full list.
Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: 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.
SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Award is based on the period from 6/30/2022 to 6/30/2023. Neither Concentus Wealth Advisors nor any of its advisors pay a fee in exchange for this award.
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