FORBES AWARDS



Best-In-State Wealth Advisors 2021-2025
Best-In-State Top Women Wealth Advisors 2022-2025
Best-In-State Wealth Management Teams 2023-2025

Congratulations to Toni L. Taft on her selection to the 2025 Forbes Best-In-State Wealth Advisors & 2025 Forbes Top Women Wealth Advisors and the entire team for being recognized as the Forbes Best-In-State Wealth Management Teams for 2025

Click here to view the listing.

Forbes Best-In-State Wealth Advisors 2021-2025

2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com).
2024 Awarded April 2024; based on the time period from 6/30/22 - 6/30/23
2023 Awarded April 2023; based on the time period from 6/30/21 - 6/30/22
2022 Awarded April 2022; based on the time period from 6/30/20 - 6/30/21
2021 Awarded February 2021; based on the time period from 6/30/19 - 6/30/20
Fee paid for use of marketing material.
Award Disclosures

Forbes Top Women Wealth Advisors Best-in-State 2022-2025
 
2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com).
2024 Awarded February 2024; based on the time period from 9/30/22 - 9/30/23
2023 Awarded February 2023; based on the time period from 9/30/21 - 9/30/22
2022 Awarded February 2022; based on the time period from 9/30/20 - 9/30/21
Fee paid for use of marketing material.
Award Disclosures

Forbes Best-In-State Wealth Management Teams 2023-2025

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)
2024 Awarded January 2024; based on the time period from 3/31/22 - 3/31/23
2023 Awarded January 2023; based on the time period from 3/31/21 - 3/31/22
Fee paid for use of marketing material.
Award Disclosures

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.