The annual ranking highlights top-performing financial professionals who demonstrate industry excellence, ethical standards, and a deep commitment to client success.
MORRISTOWN, NJ, May 27, 2026 / Private Advisor Group, one of the nation’s leading financial services firms, has announced that six Private Advisor Group-affiliated advisors have been ranked among the top advisors in their respective states in the 2026 Forbes Best-in-State Wealth Advisors ranking.
The annual list is compiled by Forbes with insights from SHOOK Research, spotlighting top-performing financial advisors across the country who embody industry best practices, high levels of ethical standards, and a steadfast commitment to client success.
Among the standout professionals recognized this year are:
- James Barnette, Jr. | Global Advisor Group
- Jimmy Dy | Main Street Wealth Management
- Nathanael Flynn | Flynn Wealth Partners
- Ryan Flynn | Vallum Wealth Management
- Brian Skinner | Skinner Wealth Strategies
- Mark White | Mark White Wealth Advisors
“We are incredibly proud to see our advisors recognized on a national stage by Forbes,” said Jim Perhacs, Chief Operating Officer. “This honor reflects their deep dedication to delivering personalized, impactful financial guidance to their clients and communities every day. Congratulations to all of this year’s honorees.”
To view the full rankings and learn more about the methodology, visit the Forbes website.
Data provided by SHOOK® Research, LLC — Data as of 6/30/25. The Forbes | SHOOK® America’s Top Wealth Advisors and Best-in-State Wealth Advisors rankings were developed by SHOOK Research, LLC. Data as of June 30, 2025. Published by Forbes (April 2026). The rankings are based on SHOOK Research’s independent methodology and ranking algorithm, which includes in-person, virtual and telephone due diligence meetings to qualitatively evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited performance reports. SHOOK Research’s rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not indicative of future results. SHOOK Research’s rankings is for informational purposes only and should not be construed as a recommendation or endorsement to hire any specific investment advisor and SHOOK Research does not assume any liability for actions taken based on the rankings. Neither SHOOK Research nor Forbes receives compensation in exchange for placement on the rankings. For a full description of the methodology, please visit www.SHOOKresearch.com. SHOOK® is a registered trademark of SHOOK Research, LLC.
About Private Advisor Group
Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation’s leading financial services firms. With over $41.3 billion in assets under management as of June 30, 2025, the firm leverages its resources to deliver strategies positioned to improve financial outcomes for individual investors and to inspire growth, fiduciary adherence, succession, and a client-centric approach for independent financial advisors’ practices.
