Gary Bezilla named to the Forbes 2026 Best-in-State Wealth Advisors (South Carolina) and Alan Kinney named to the Forbes 2026 Best-in-State Wealth Advisors (Georgia)
See full list of winners: Forbes award page
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com).
View award disclosures
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.
2026 Award Recipient
We are honored to be named to the 2026 Forbes Best-in-State Wealth Management Teams.
We are grateful to our clients for entrusting us to help them with their financial needs and goals.
We believe this reflects our unwavering dedication to helping meet the dynamic and unique needs of our clients.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com).