The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.

Forbes/Shook Research Best in State Wealth Advisors list was published on 4/3/24. Rankings based on data as of 06/30/23.

The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducting in-person, by telephone and virtually to evaluate best practices, level of service, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.

Forbes "America's Top Women Advisors" was most recently published on 02/08/24. Rankings based on data as of 09/30/23.

This list features the top 300 mothers working in wealth management today and is a ranking which measures the best practices of an advisor learned through telephone and in-person interviews, and considers such factors as their service models, investing process, revenue generated for their firms, client retention, and assets under management.

Working Mother/SHOOK Research’s “Top Wealth Advisor Moms”, Multi-Year lists. Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.

Meg Prestigiacomo | Tom Carroll | Lindsey Casper

A CFP professional has gone through a rigorous experience and ethical requirements in order to provide the knowledge, integrity and professionalism of a financial planner. You can expect a comprehensive view of your financial needs based on your objectives and goals.

Meg Prestigiacomo | Tom Carroll

The Investment Management Consultants Association grants the CPWA credential to advanced wealth managers and advisors who successfully complete the Experience, Education, examination, and Ethics requirements of their program. A CPWA professional is someone who can help you manager your unique tax, estate and investment issues as a part of your broader financial picture.