Industry Recognition

Our team is one of the highly successful teams within Wells Fargo Advisors, with over twenty-five years of industry experience, top credentials, and focus on every aspect of wealth management. We specialize in a multitude of subject areas and can handle even the most complex needs with an individualized plan.  A privilege we don’t take lightly.

Here are some of our industry accolades and our team’s recognition!
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The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms. Sure, we know it’s not just about the numbers – but the reality is that NAPA members are having a huge impact every single day, not just on the quality of retirement plan advice, but also in building a more financially secure retirement for millions of Americans. Unlike other lists, this focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement as of December 31, 2018, unless otherwise noted. We appreciate the commitment and hard work of the teams acknowledged – and are proud to have the opportunity to share it here.
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Established in 2014, the list of “Young Guns” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. 

One of the first of NAPA’s standard-setting industry lists, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify.
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The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms. Sure, we know it’s not just about the numbers – but the reality is that NAPA members are having a huge impact every single day, not just on the quality of retirement plan advice, but also in building a more financially secure retirement for millions of Americans. Unlike other lists, this focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement as of December 31, 2020, unless otherwise noted. We appreciate the commitment and hard work of the teams acknowledged – and are proud to have the opportunity to share it here.

Forbes Top Next Gen Wealth Advisors

The country’s top next-gen wealth advisors nationwide represent the future of the wealth management industry.**

Forbes Best-In-State Wealth Advisors

Our 2021 Best-In-State Wealth Advisors list spotlights more than 5,000 advisors, nominated by their firms—then researched, interviewed and assigned a ranking by SHOOK Research. The wealth advisors on our 2021 list manage more than $6 trillion in client assets.**

Forbes Best-In-State Next Gen Advisors

The country’s top young wealth advisors in each state represent the future of the wealth management industry. This year’s Next-Gen Best-In-State Wealth Advisors list spotlights more than 1,485 advisors from Alaska to Florida with team assets amounting to more than $1 trillion.**
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The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years and professionalism. Additional criteria, including length of service, may also be used to determine recipients. FAs must strictly adhere to Compliance and Human Resources policies to be eligible under the program.

Methodology

**The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients.