2024 Forbes Best-In-State Top Women Wealth Advisor

Lis McNealey Davies, Financial Advisor, Owner, CDFA®, was recognized as a Best-In-State Top Women Wealth Advisor in 2022, 2023 and 2024.

The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. The 2022 Award was issued on 2/4/2022, 2023 Award on 2/3/2023 and the 2024 Award on 2/4/2024. Additional award information and methodology can be found here.

2023 Forbes Best-In-State Wealth Management Teams
Lis McNealey Davies, Financial Advisor, Owner, CDFA®, and Jeff Matthews, Senior Financial Advisor, CFP® CDFA®, were recognized as a Best-In-State Wealth Management Team in 2023.

The Forbes Best-in-State Wealth Management Team rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. The 2023 Award was issued on 1/12/2023. Additional information can be found here.

Forbes Best-In-State Wealth Advisor
Lis McNealey Davies, Financial Advisor, Owner, CDFA®, was recognized as a Best-In-State Wealth Advisor in 2019 & 2021.

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2021 Five Star Wealth Manager Award

Lis McNealey Davies, Financial Advisor, Owner, CDFA®, was recognized as a Five Star Wealth Manager in 2013, 2014, 2016 and 2018-2021, as featured in Columbus Monthly Magazine.

This award was issued on 09/1/2021 by Five Star Professional (FSP) for the time period 12/14/2020 through 07/9/2021. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 1157 Columbus-area wealth managers were considered for the award; 77 (7% of candidates) were named 2021 Five Star Wealth Managers. Visit www.fivestarprofessional.com. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2020 award was issued on 09/1/2020 by Five Star Professional (FSP) for the time period 12/23/2019 through 07/10/2020. 1048 Columbus-area wealth managers were considered for the award; 71 (7% of candidates) were named 2020 Five Star Wealth Managers. 2019 award was issued on 09/1/2019 by Five Star Professional (FSP) for the time period 12/17/2018 through 07/19/2019. 1061 Columbus-area wealth managers were considered for the award; 79 (7% of candidates) were named 2019 Five Star Wealth Managers. 2018 award was issued on 09/1/2018 by Five Star Professional (FSP) for the time period 01/8/2018 through 07/31/2018. 1165 Columbus-area wealth managers were considered for the award; 67 (6% of candidates) were named 2018 Five Star Wealth Managers. 2016 award was issued on 08/1/2016 by Five Star Professional (FSP) for the time period 02/10/2016 through 08/2/2016. 712 Columbus-area wealth managers were considered for the award; 112 (16% of candidates) were named 2016 Five Star Wealth Managers. 2014 award was issued on 10/1/2014 by Five Star Professional (FSP) for the time period 03/10/2013 through 08/5/2013. 1333 Columbus-area wealth managers were considered for the award; 133 (10% of candidates) were named 2014 Five Star Wealth Managers. 2013 award was issued on 10/1/2013 by Five Star Professional (FSP) for the time period 03/10/2012 through 08/5/2012. 968 Columbus-area wealth managers were considered for the award; 97 (10% of candidates) were named 2013 Five Star Wealth Managers.

Top Wealth Advisor Mom

Lis McNealey Davies, Financial Advisor, Owner, CDFA®, was recognized as a Working Mother’s Top Wealth Advisor Mom in 2018, 2019, 2020 and 2021, as featured in Working Mother Magazine.

The Working Mother's Top Wealth Advisor Moms ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.

Learn more about The Arlington Group Investment Consulting team.

The use of the CDFA designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.