The Arthur Woodby Financial Group

2025 Forbes Best-in-State Wealth Management Teams:

Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). See Disclosures: Wells Fargo Awards Disclosures

 

AdvisorHub 2025 Advisors to Watch 100 Next Gen (Joshua Woodby)

Advisors to Watch: Next Gen - AdvisorHub 
The recognition highlights advisors nationwide under the age of 45 who are leading sophisticated practices, demonstrating strong growth, and upholding a deep commitment to client service and professionalism.  I am grateful to be included among such a talented and inspiring group of peers.  

_{2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/24 (Source: AdvisorHub). See Disclosures: Wells Fargo Awards Disclosures}

 

Wells Fargo Advisors Platinum Council Member 2021-2023, 2025 (Joshua Woodby)

Joshua Woodby is on the Platinum Council.  The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

The 2025 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. The 2023-2021 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

 

Five Star Wealth Manager Award* winners for 2025 (Amy Arthur, Joshua Woodby)

This program conducts comprehensive field research to identify top performers. Winners are selected based on 10 objective criteria, information collected from peers and firm leaders, as well as key performance indicators such as client retention rates. Industry experience is considered in award decisions, and all honorees pass a thorough review of regulatory history.

_{This award was issued on 09/01/2025 by Five Star Professional (FSP) for the time period 01/01/2025 through 07/18/2025. Fee paid for use of marketing materials. 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. 1436 Columbus-area wealth managers were considered for the award; 60 (4 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 1,231, 72, 6%, 9/1/24, 12/12/23 - 7/9/24; 2023: 1,291, 81, 6%, 9/1/23, 12/12/22 - 6/30/23; 2022: 1164, 78, 7%, 9/1/22, 12/27/21 - 6/24/22; 2021: 1157, 77, 7%, 9/1/21, 12/14/20 - 7/9/21; 2020: 1048, 71, 7%, 9/1/20, 12/23/19 - 7/10/20; 2019: 1061, 79, 7%, 9/1/19, 12/17/18 - 7/19/19; 2018: 1165, 67, 6%, 9/1/18, 1/8/18 - 7/31/18; 2017: 828, 71, 9%, 9/1/17, 1/11/17 - 7/26/17; 2016: 712, 112, 16%, 8/1/16, 2/10/16 - 8/2/16; 2015: 1257, 107, 9%, 10/1/15, 3/10/15 - 8/5/15; 2014: 1333, 133, 10%, 10/1/14, 3/10/13 - 8/5/13; 2013: 968, 97, 10%, 10/1/13, 3/10/12 - 8/5/12. 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 (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA 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. Visit www.fivestarprofessional.com.}